Form submission actions

When a visitor fills out a ​contact form​, ​custom form​, or third-party form, and clicks ​Submit​, Brightspot ingests the data and can take a variety of actions with it.

Data collection

Brightspot stores the submitted data in a raw format, and your web application can ingest the data as required.

Email

Brightspot sends an email after ingesting the data. You can configure the email to include information that the visitor submitted in the contact form using a command of the form ${parameter-name}. The following example shows how to send an email to a customer service center that includes the visitor's email address.

Step 1: Set parameter value

Create a form with an email text field. Under more_horiz> Advanced, in the Parameter field, note or change the value as required.

Step 2: Refer to parameter

Create an email action that uses the parameters.

In the previous illustration, Brightspot populates the email's body using the value visitors-email-address that the visitor entered using the form in Step 1.

Step 3: Add filtering rules

You can add filtering rules that examine email addresses before Brightspot forwards them to your email server. Brightspot processes only those email addresses that match the rule.

1. Under more_horiz> Styles, in the Custom Pattern field, enter a regular expression.

2. In the Custom Pattern Message field, enter a message that appears on the form should the submitted email address not conform to the regular expression.

   

Referring to the previous image, if the submitted email address contains @example.com, Brightspot displays the following message:

Thank you for your interest. Please use your business email address.

External submit

Brightspot can forward a visitor's contact information to an external application. This scenario occurs when your organization manages a sales or technical support effort using an application other than Brightspot.

To configure an external form submission action:

1. Under Actions, click External Submit Action. An Action Link form appears.
2. Using the following table as a reference, configure the external link and the information sent to it.

Third-party submit

When you select an third-party external submit action, such as Hubspot External Submit Action or Marketo External Submit Action, Brightspot

Brightspot can forward a visitor's contact information to an external application. This scenario occurs when your organization manages a sales or technical support effort using an application other than Brightspot.

To configure an external form submission action:

1. Under Actions, click External Submit Action. An Action Link form appears.
2. Using the following table as a reference, configure the external link and the information sent to it.