Editing 'After Submit' Action for Lead Boxes

1) Log in to PatientSites Web Editor at client.patientsites.com

2)  From the Lead Capture section in the Main Navigation Bar, click on the Leadboxes submenu item.

3) Click on the pencil and paper icon, labeled as Manage Leadbox, on the right side of your chosen leadbox's row, under the Actions column.

4) In the Leadbox editor, select 'After Submit' tab in the left column to open the options you can take after a Leadbox submission.

5) In the "After Submit" section you will be able to change the settings for what happens after someone submits the form: 

• Thank you message: Set a thank you message for the user to see after the form is submitted. 
  • Choose between the "Default" message saying "Thank You"; 
  • select "None" to not have a Thank You Message, 
  • or choose "Custom" to add your own message in the text field below.

• Redirect to URL: Decide whether you want to redirect the user to another page after they submit the form; if yes, paste the page URL in the field below.
  If you'd like to learn how to set up a Thank You Page, check out out guide here (in case of our simple page editor) or here (in case of our Drop-Down-Editor). 

• Message for user: Select whether you'd like to Send email, Run campaign, or Schedule Event after a leadbox submission, and use the dropdown menu to select the specific email, campaign or event
  
  • Send email: send a single email to the users who submit the form. 

• Run campaign: send a series of emails to the users who submit the form. To learn more about Email Campaigns check out our guides

• Schedule event: add the user to an upcoming event and send emails relative to the event date (for example: you could send an automatic reminder email 2 days before the event, and follow up email 1 week after the event).

• Default user optin: Leave this as 'Yes' if you wish to send follow up emails to the users who submit this form.
• User tags: use this section to assign a unique tag to the users who submit this form. The tags will be visible under the 'Customers' section. This is helpful for when you wish to create segmented lists and retarget users with another related campaign in the future. 

5) Once you're done, click the green Save button to save your changes to the Leadbox.

Do you still have some questions or need some additional help? Check out one of our recent webinars on how to connect a lead box to a campaign or reach out to us at support@patientsites.com and our team will be happy to help you. 

Click here to watch the webinar and use the password below to access the recording. 

Password: A1@kd33P