How do I add the name of a form/form type onto incoming emails to my CRM?

Answer: For some dealerships, having a little extra information (specifically the name of the form being triggered or its type) can help make categorizing and sorting these incoming lead opportunities a bit easier. Fortunately, appending this information to incoming lead emails within your customer relationship management (CRM) platform is a breeze with the Remora Administrative Portal.

All you need to do is make your way to the "Form" subsection of the navigation menu (pictured below) and select the "Form Settings" option. (If you're having trouble navigating to this section, feel free to check out our post on making your way to this portion of the Remora Administrative Portal here.)

Once you are on the "Form Settings" page, go ahead and toggle on the "Append Form Type to ADF XML Provider Name" switch under the "Generic Form Settings" section of the page (shown below). After doing this, all of the emails being sent to your CRM regarding form fills will have the form name and type appended to the "Provider Name" section of these messages.