Setting up notifications in our form builder is an easy process and we offer multiple customization options. We know that things have changed quite a bit, so let’s make them crystal clear.
Here is a breakdown of the Emails section.
Who should receive the emails? At Send to select from the options listed below:
Anyone can receive email notifications: form owner, form user, and any recipient of your choice. You also have the possibility to create multiple templates for different purposes.
Every email can be sent to 1 or multiple recipients, with or without conditional logic. If you want to send your emails to different recipients based upon how a respondent completes the form, you can set up rules. To do so, simply click on Add rules.
Once you have clicked on Add rules, you will be able to create conditional logic for your email template. You can choose to Send to or Only send to and input the email address you are interested in sending the email to.
Now all you have to do is to set up the conditions. By default, it will be All Submissions – meaning the email will be sent to the email address that you have provided for all submissions. You can change that by clicking on the dropdown.
Now you have access to all fields on your form. If you select one field, an additional option is available: choosing the criteria based on which the email is sent.
You can establish when to send the email to your form recipients. Choose from the dropdown list the option that best suits your needs.
In order to use the Payment and Approval triggers make sure you first enable these features.
Change the Subject by adding a field variable. By doing so, new submissions will create new email threads.
Click on Load Template to select which predefined template you wish to customize.
To insert submission input into the template, click on the plus sign and use the fields displayed in the dropdown list.
The content of your emails can be anything you wish. In each template, you can add your own images, links, tables, and text. Hit the Source code icon (< >) and create your own fully customizable template using HTML language.
Furthermore, you can attach a file to the email template. Attach your own file, a PDF with the layout of the form, or a custom PDF template.
If you have enabled the edit submission option, in the same Advanced → Submissions section you can choose the notifications that will be resent. The Resend functionality will trigger Email notifications. The form’s recipients will receive them each time the entry is updated.
In the Advanced → Submissions tab, you can also add a tracking code to your form submissions by enabling the Reference ID prefix.