Setting Up Automations Between Your Forms and Other Features

When you create a Form or an Event on Springly, you can configure a number of settings. To keep things simple, the default configuration offers a limited set of options.

You can also choose to enable more advanced settings. This article covers how to configure automations between your Forms, Events, and the other modules on the platform.

• Enable automations
• Automatically assign persons to a Group
• Assign a book entry to a specific account
• Send a confirmation & sign-up receipt for manual additions
• Set up discounts

For other types of advanced settings, please refer to this section.

Note: The information in this article applies to all Form types available in Springly (Membership Campaigns, Donation Campaigns, Events, and Product Sales), which work in a similar way. Some terms (such as registrants, members, or buyers) may vary depending on the Form type.

Enable automations

You can enable several automation options for your Forms and Events.

Note: Enabling these settings will make them available in various places across the configuration pages for all your Forms and Events. You can then choose whether or not to use them.

To access the advanced settings activation page, go to Settings > Forms and Events, then toggle on (green button) the type of settings you want to enable.

Automatically assign persons to a Group

This lets you automatically add to a fixed Group anyone who selects a specific pricing option or plan. You can segment your database right from sign-up (e.g., by level or class) to easily communicate with your members.

You'll find this setting in step 2 - Pricing (and plans) of your Form configuration:

• On the pricing option of your choice, click Settings (gear icon);
• Then click "More options";
• Check "Automatically add the registrant to a group if this option is selected" and choose the Group you want;
• Confirm the pricing option, then make sure to save your Form by clicking Save (at the top of the page) or Publish (at the bottom).

Assign a book entry to a specific account

Pricing options and plans are automatically linked to default accounting accounts. For example, membership plans are linked to account 756000 - Memberships.

To learn more about automatic assignments, check out this article: Discover automatically recorded book entries in accounting

However, you can also link the entry to a more specific account if needed. This is useful when, for example, you want to track the total amount collected for a specific pricing option.

For more details, see our in-depth article: Link a Form transaction to a specific accounting account

Send a confirmation & sign-up receipt for manual additions

When this setting is enabled, every time you manually add a registrant to a Form, the "Send a receipt by email" option will be checked by default. A confirmation email will then be sent to that person, provided an email address has been entered.

Set up discounts

Create discount rules based on a person's Group membership or the number of registrants in the same campaign.

You'll find this setting in step 2 - Pricing (and plans) of your Form configuration:

Please note: discounts are applied to all plans and pricing options in your Form.

For more information, see our in-depth article on discounts: Set up discounts on a Form

Learn more:

• Choose the general settings for your Forms and Events
• Set up discounts on a Form