New submission alerts

2 min readNotifications & Reminders

New Submission Alerts

Get instant notifications when someone submits your form.

What's Included

Each alert contains:

  • Submitter info — Name, email, company
  • AI Summary — Key points at a glance
  • Score & Priority — Know urgency instantly
  • Quick link — Jump to full details

Email Format

Subject: "New Lead: [Name] - [Company]" or "New Intake: [Name]"

Body includes:

  • Formatted summary
  • Score badge
  • Top form responses
  • Link to dashboard

Response Time Matters

Fast response increases conversion:

  • < 5 minutes = 9x more likely to convert
  • 5-30 minutes = 4x more likely
  • > 1 hour = odds drop significantly

Use alerts to respond quickly to high-priority leads.

Managing Alert Volume

If you get many submissions:

  • Focus on high-score alerts
  • Check others in dashboard
  • Consider digest for low-priority forms

Mobile Alerts

Emails work on mobile, so you can:

  • See new leads on the go
  • Quickly assess priority
  • Respond or forward as needed

Pro Tip: Set up email filters to highlight high-priority alerts in your inbox.