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How does automation in Smart Forms work?

Automatically add players to a cohort or give them club wallet credit when they submit, and remove them later.

Written by Nettla

With automation on, Nettla gives players a benefit as soon as they submit your form. You choose who qualifies (every player, or only those who verify an email address on a set domain) and what they get (a cohort, club wallet credit or both).

Set up automation

  1. Go to Players → Smart Forms and open the form.

  2. Open the Automation tab.

  3. Switch on Enable Automation.

  4. Under Apply Automation To, choose:

    • All players who submit this form, or

    • Only players who verify with a specific email domain, then enter it in Email address ends with.

  5. Optional: switch on Automatically add player to a cohort and choose the cohort.

  6. Optional: under Automatically remove player from cohort, choose Never, After certain number of days or On a specific date.

  7. Optional: switch on Automatically add club wallet, choose the wallet and the Amount of balance.

  8. Click Save.

Email domain verification

  • The player must enter an email address that ends with your domain, for example nottingham.ac.uk.

  • Nettla sends a code to that address. The player enters it to prove they have access.

  • It doesn't need to be the email on their Nettla account.

Good to know

  • With All players who submit this form, every submission is approved automatically.

  • Removing players from the cohort automatically is useful for yearly student offers or trial periods.

  • Without automation, you approve each submission yourself. See "How do I review and approve Smart Form submissions?".

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