How To Create Automated Email Notifications for Form and Survey Submissions
This feature sends an automated response to the person who fills out the form. Users can customize the email's subject upon toggling the feature, opting for a more specific title than the default form title.
1 min read267 words3 explained imagesUpdated Thu, 15 Feb, 2024 at 2:11 PM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Once enabled, this feature sends an automated response to the person who fills out the form as well as an option to notify internal team members.
These options and settings are also available for Surveys.
How to Activate the Email Notifications
Choose the Sub-account > Sites > Forms > Form Builder and Add Form, or choose the Form from the list where you want to toggle the Auto-responder.
1. In the upper left corner, you'll see the "Bell" icon for notifications. Click on that icon.
How to Activate the Email Notifications (image 1 of 3)What this shows 1.What this showsIllustrates the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions".This screenshot appears in the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions". The text alongside this image reads: 1. In the upper left corner, you'll see the "Bell" icon for notifications. Click on that icon. Immediately after, the guide continues: 2. The notifications icon gives you two options: the First is to send you an email if someone fills out the form, and the second is the Auto-Responder, which sends an automated message to the person who submits the form. Just toggle the….Image 1 of 3What to click1. In the upper left corner, you'll see the "Bell" icon for notifications. Click on that icon.
Buttons and menus referencedSub-accountSitesFormsForm BuilderAuto-ResponderBest Practice
Next step2. The notifications icon gives you two options: the First is to send you an email if someone fills out the form, and the second is the Auto-Responder, which sends an automated message to the person who submits the form. Just toggle the button to activate.
2. The notifications icon gives you two options: the First is to send you an email if someone fills out the form, and the second is the Auto-Responder, which sends an automated message to the person who submits the form. Just toggle the button to activate.
How to Activate the Email Notifications (image 2 of 3)What this shows 2.What this showsIllustrates the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions".This screenshot appears in the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions". The text alongside this image reads: 2. The notifications icon gives you two options: the First is to send you an email if someone fills out the form, and the second is the Auto-Responder, which sends an automated message to the person who submits the form. Just toggle the button to activate. Immediately after, the guide continues: 3. Fill in the "Subject" for the automatic email that will be sent. The "reply to email" will be the email address that will receive responses if in case that person replies to this automatic email. The third field, "Sender name," will….Image 2 of 3What to choose2. The notifications icon gives you two options: the First is to send you an email if someone fills out the form, and the second is the Auto-Responder, which sends an automated message to the person who submits the form. Just toggle the button to activate.
Buttons and menus referencedSub-accountSitesFormsForm BuilderAuto-ResponderBest Practice
Next step3. Fill in the "Subject" for the automatic email that will be sent. The "reply to email" will be the email address that will receive responses if in case that person replies to this automatic email. The third field, "Sender name," will default to the name of the location if left blank, or you can choose to customize it, so that name will show on the email that will be sent. Once done, hit Save and then Save again, on the upper right, to save the updates on the form itself.
3. Fill in the "Subject" for the automatic email that will be sent. The "reply to email" will be the email address that will receive responses if in case that person replies to this automatic email. The third field, "Sender name," will default to the name of the location if left blank, or you can choose to customize it, so that name will show on the email that will be sent. Once done, hit Save and then Save again, on the upper right, to save the updates on the form itself.
How to Activate the Email Notifications (image 3 of 3)What this shows 3.What this showsIllustrates the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions".This screenshot appears in the "How to Activate the Email Notifications" section of "How To Create Automated Email Notifications for Form and Survey Submissions". The text alongside this image reads: 3. Fill in the "Subject" for the automatic email that will be sent. The "reply to email" will be the email address that will receive responses if in case that person replies to this automatic email. The third field, "Sender name," will default to the name of the location if left blank, or you can…. Immediately after, the guide continues: Once the new settings and the form has been saved, click on Preview on the upper right and fill out the form to test if the feature works.Image 3 of 3What to fill in3. Fill in the "Subject" for the automatic email that will be sent. The "reply to email" will be the email address that will receive responses if in case that person replies to this automatic email. The third field, "Sender name," will default to the name of the location if left blank, or you can choose to customize it, so that name will show on the email that will be sent. Once done, hit Save and then Save again, on the upper right, to save the updates on the form itself.
Buttons and menus referencedSub-accountSitesFormsForm BuilderAuto-ResponderBest Practice
Next stepOnce the new settings and the form has been saved, click on Preview on the upper right and fill out the form to test if the feature works.
Best Practice:
Once the new settings and the form has been saved, click on Preview on the upper right and fill out the form to test if the feature works.
