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How to Add a Privacy Policy, Redirect, Tag, Campaign, or Notification to a Form

Ensure trust, automate next steps, and stay in the loop—directly from your form settings.

Kyle Davidson avatar
Written by Kyle Davidson
Updated over a week ago

🔐 Add a Privacy Policy to a Form

Want to include your own Privacy Policy or link to one already hosted on your website? You can customize it with just a few quick steps!

Option 1: Create a Custom Privacy Policy

  1. Go to the FORMS tab > Show Forms

  2. Click on the form you want to edit

  3. Scroll to the Embed Settings section

  4. In the dropdown, select Custom Text

  5. Type or paste your Privacy Policy into the blank box

  6. Scroll to the bottom and click SAVE

Option 2: Link to an Existing Policy on Your Website

  1. In the same Embed Settings section dropdown, select Redirect

  2. Enter the URL of your hosted Privacy Policy

  3. Scroll down and click SAVE

🔁 Set Up a Confirmation Redirect

Want to redirect patients to a landing page or a welcome video after submitting a form? Use the Confirmation Redirect setting!

How to Enable a Redirect After Submission:

  1. Go to FORMS > Show Forms

  2. Click on the desired form

  3. Scroll to the Submission Settings section

  4. Turn ON the Confirmation Redirect toggle

  5. Paste the URL you want patients sent to after submission

  6. Click SAVE at the bottom

🏷️ Apply a Tag When a Form is Submitted

Tags help keep your contacts organized—automatically. Use this to filter patients, trigger follow-ups, or segment messaging later on.

Add a Tag to Form Submissions:

  1. Go to FORMS > Show Forms

  2. Click on the form you want to tag

  3. Scroll to the Submission Settings section

  4. Turn ON the Apply Tag toggle

  5. Select the tag or campaign you want to associate

  6. Click SAVE

🚀 Trigger a Campaign from a Form

Want to start a nurture sequence, alert series, or event follow-up after a patient fills out a form? Let automation do the work!

How to Start a Campaign Automatically:

  1. Go to FORMS > Show Forms

  2. Select the form

  3. Scroll to the Submission Settings section

  4. Flip ON the switch next to Campaigns

  5. Select which campaign to start

  6. Click SAVE

📬 Send a Notification When a Form is Completed

Make sure your team stays informed when a form is submitted. Set up a custom notification email to be sent out automatically.

Set Up Notifications:

  1. Go to FORMS > Show Forms

  2. Click on the form you want to monitor

  3. Scroll to Submission Settings

  4. Flip ON the Send Notification switch

  5. Enter the custom notification message or email recipient

  6. Click SAVE

📎 Click here to learn how to create a notification email.

Need Help?

Our team is ready to support you!
📧 Email: support@reviewwave.com
📞 Call: 1-800-563-0469
🕘 We respond within 30 minutes during business hours.
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