Enquiry Form Email Routing & Custom Recipient Setup

This guide explains how to set up enquiry form email routing so enquiries are sent to the correct recipients based on category, subcategory, website, and location. This allows you to create custom enquiry form recipients and ensure enquiries reach the right team every time.

Step 1: Create a Notification

1. Login to Dealer Studio and you will be at the Dealership level in the dashboard.

2. Navigate to Settings → Notifications.

3. Click Add Notification (top right).
   

4. Select the delivery medium (e.g. Email).

5. Add the users who should receive the notification.

6. Select the category that best fits the enquiry.

7. Select the website(s) the notification should apply to.

8. Select the location(s) the notification should apply to.

9. (Optional) Add a lead source (commonly Website).

10. ⚠️ Important step: Add the most appropriate subcategory.

    - For General Enquiry leads, “Register your interest” is commonly used.

11. Click 'Save'
    

⚠️ Important Note - Unique Notification Rules (avoid overlapping)
The combination of Website + Category + Location must be unique.
If this combination already exists, your form will trigger the existing notification instead of the new one.
Before creating a notification, please check:
✅ Double-check the existing notification list.
✅ Ensure the website, category, and location combination is not already in use.

In short, try to be as specific as possible when entering the above fields like Users, Category, Location, Source, Websites

Step 2: Connect the Enquiry Form to the Notification

You can set this up using two different methods: via code or via the Page Editor.

Option A: Building the Form from Code (to action by Dealer Studio team)

1. Use the <EnquiryForm /> Component

Include the following required props:

eventId

• The eventId must match the category used in your notification.

• You can find this in data/analyticsEvents.tsx.

Example:

• Category: Special Offer Enquiry

• Corresponding eventId: {16}

<EnquiryForm eventId={16} />

2. Add additionalFields

You must include a div containing two <HiddenInput /> components:

1. subcategory

   • Name: subcategory

   • Value: Must exactly match the subcategory string

   • ⚠️ Case sensitive (e.g. Register your interest)

2. Offer Type

   • Name: Offer Type

   • Value: Any descriptive string to help recipients understand the enquiry
     (e.g. Pre-paid Maintenance Plan)

Option B: Building the Form using Page Editor (to action by Dealership)

1. Use FormBuilder

• Select FormBuilder when creating the form.
  

2. Add Visible Fields

• Add your standard fields (text, select, etc.) that the user will see.
  

3. Select Lead Category

• Choose the appropriate lead category at the top of the editor.
  

4. ⚠️ Important step: Set the Subcategory (required)

• Add a Hidden Field

• Set:

  • Form Data Key: subcategory

  • Special Value: Register your interest
    

In the backend code, this will map the lead as:

Category: Special Offer Enquiry
Subcategory: Register your interest

(Extra example) Here's another example of using Subcategory:

• you can map specific form enquiry leads to specific location using 'location_id'.
  For eg: You have a Special Offer form for the Melbourne City Toyota (location).
  

Step 3: Test the Enquiry Form

1. Submit a test enquiry in the Website (live version):

   • Use your real email address

   • Enter “test” in the message field
     

2. Go to:

   • Dealership (or Website) → Leads
     

3. Open the lead:

   • You should see “Lead sent to third party” if successful
     The below screenshot shows the Email received on your dealership user's end (or a specific user to assigned in the notification settings)
     

Troubleshooting

If the notification doesn’t fire, check the following:

• ✅ The category + subcategory combination is unique

• ✅ The lead location matches the notification location

• ✅ The subcategory string matches exactly (case sensitive)

• ❌ Do not use test@test.com or test@example.com 

  • This email will not trigger notifications

  • Only use it if you intentionally don’t want the notification to fire

• ⏱ Notifications can take a few minutes to appear after a lead is generated

Verifying Sent Notifications

You can confirm notifications that were successfully sent by navigating to:

Dealership → Team → Select User → Bottom of Page

This will show a log of notifications delivered to that user.