Web form notifications and settings

Open Administration > Company > Web form notifications.

Who is e-mailed

  1. Under Company-wide addresses, type an e-mail address and select Add and send link.
  2. The address gets an e-mail with a link. Its owner opens it and selects Confirm. Until then the address shows Waiting for confirmation and is not sent anything else.
  3. Every form e-mails the confirmed company-wide addresses, unless you choose otherwise for the form.

The e-mail has the subject New submission: form name, everything the visitor sent and a link to the submission. Replying to it answers the visitor. If many submissions arrive at once, you get one summary e-mail an hour for that form instead of one each.

What each form does

Under Forms, select Submission settings on a form:

  • When a visitor sends the form: wait in the inbox for review (the default), or add it to ASTRO straight away. Choose who it is Assigned to, and whether to Also create an opportunity.
  • Who is e-mailed: the company-wide addresses, only this form's addresses, or both.
  • Spam protection: switch on Cloudflare Turnstile to ask visitors to prove they are a person, and set the most submissions a day.
  • Confirmation e-mail to the visitor: a short thank-you e-mail. It can only be switched on together with Turnstile, and its text is fixed: it never repeats what the visitor typed.
  • Consent: a box visitors tick before they send the form, with a link to your privacy policy.

Spam protection and the consent box change on the page when you publish the form again.

Keeping submissions

Under Keeping submissions, choose how long submissions are kept, for example 12 months to match your privacy policy. Every night, submissions older than that are deleted. The default is Keep them until I delete them. Companies, contacts, activities and opportunities already added to ASTRO are never deleted, and the forms' statistics stay. The nightly deletion is switched on by ASTRO CSM; until it is, nothing is deleted automatically.