What actions do I take if the lead does not come through after hitting re-send?

Posted at Mon, Nov 20, 2023 2:00 PM

Answer:

Remora sends all form submissions immediately to the email address(es) designated for each specific form. If you have selected a large amount of submissions, such as 100, to resend, it can take some time for our system to process the request, so we suggest waiting up to an hour before giving us a call. In the case of selecting only one submission, perform the following steps after you open the Remora Administrative Portal, select the main tab called Forms, and the subtab Manage Forms (reread how to access forms):

Lead Never Made It to CRM:

Click on the green circle with an image of a pencil in it (pictured below) to view the settings of the form from which the lead was submitted.

Edit_Button.PNG

Verify the Enable ADF Form toggle switch is activated/blue (previewed below).

EnableADFForm2.PNG

Make sure an ADF Email Group is selected from the drop-down menu (illustrated below).

ADFEmailGroup2.PNG

On the Form Email Groups page in the Email Groups subtab, click on the green circle with an image of a pencil in it to the right of ADF Email Group (depicted below) to confirm the email address(es) in the Group Email List section (see below).

ADFEmailGroupEditButton2.jpg

GroupEmailList.PNG

Lead Never Made It to Email Inbox (HTML):

Click on the green circle with an image of a pencil in it (shown below) to view the settings of the form from which the lead was submitted.

Edit_Button.PNG

Ensure an HTML Email Group is selected from the drop-down menu (visualized below).

HTMLEmailGroup2.PNG

On the Form Email Groups page in the Email Groups subtab, click on the green circle with an image of a pencil in it to the right of HTML Email Group (exhibited below) to confirm the email address(es) in the Group Email List section (given below).

HTMLEmailGroupEditButton2.jpg

If your form submissions are set up to send to CRM and an email inbox, complete both of the above sets of steps.