Email routing

One form, several inboxes. When a form asks visitors to pick something — a department, a location, an enquiry type — email routing sends each lead to the addresses that match what they chose. Without it, every lead from a form goes to the same recipients.

Turning it on

Open the client, click a form to expand it, then edit. Tick route by form field value.

Routing is configured per form, and it is off until you turn it on. Forms that never enable it keep delivering exactly as before.

Choosing the field

LeadValidate doesn’t have a copy of your form, so it works out which fields are pickers by looking at the leads that have already arrived. Fields whose values repeat — the mark of a radio, select, or checkbox group — appear in the dropdown, along with how many values were seen and across how many leads.

If the form is brand new and hasn’t received anything yet, the dropdown will be empty. Either send a test submission through the form and reopen the editor, or click type a field name instead and enter the field name exactly as your form posts it (the name attribute, not the visible label).

Mapping options to addresses

Picking a field fills in one row per value seen so far. Put the addresses for each option in the box beside it, separating multiple addresses with commas.

Values are matched ignoring case and surrounding spaces, so Sales, sales, and Sales all reach the same place.

If your form offers an option nobody has selected yet, click add a value and type it in — you don’t have to wait for a lead to arrive first.

When a visitor picks more than one

Checkbox groups let someone choose several options at once. In that case the lead goes out as one email addressed to everyone matched, rather than a separate copy per option. An address mapped to two selected options still receives one message.

When nothing matches

The default recipients box — the same field that was labelled “deliver to” before you enabled routing — is the catch-all. It’s used whenever:

• the visitor picked an option you haven’t mapped
• the form was changed and now posts a value LeadValidate hasn’t seen
• the field is missing from the submission entirely
• an option is mapped but left without any addresses

Keep it filled in. A lead is never dropped for failing to match, but it has to land somewhere.

Checking where a lead went

Go to Activity → deliveries and open a row. Under the delivery attempt you’ll see the recipients and the reason: either matched: department = Sales, or default recipients (no match). That’s the quickest way to confirm a new mapping is doing what you expect, and to spot a form that started sending a value you haven’t mapped.