Email notifications for form and survey submissions keep your team informed in real time, so you never miss a new submission and can respond quickly. In this article, we'll cover how to set up and configure this feature for your business.
Setting Up Email Notifications
To get started, follow these steps:
Access Forms or Surveys
Navigate to the 'Sites' tab from the left sidebar and then select the 'Forms/Survey' tab from the top menu. For the purpose of this guide, we'll focus on forms.
Create or Edit a Form
Click on "Add Form" to create a new form from scratch, or select an existing form to edit.
Enable Notifications
Once you're in the form/survey builder, click on the bell icon in the top menu to access the notification settings, then turn the toggle on to activate email notifications.
Configure Notification Settings
A few options will appear, letting you configure the notification settings. Start by customising the subject line to suit your preferences. By default, the name of the form will appear in this field.
In the "Email To" field, enter the email addresses of the recipients who should receive the notification. The first email address goes in the 'To' field. Any additional addresses will be included in the 'Cc' field.
Next, customise the default Reply-To email address. You can use {{contact.email}} to allow replies to go directly to the contact who submitted the form.
Include a sender name if needed. If you leave this field blank, your business/sub-account name will be used.
When enabled, submission details are automatically generated as a PDF and included as an attachment in notification emails.
Finally, toggle the Auto Responder switch to send an automated email to the person who submitted the form, including a copy of their submission details.
Fill out the fields with the details you want to share with the customer if this feature is enabled.
Once everything is set up, click 'Save' to apply your settings.
Don't forget to save your form after completing the setup process!
From this point on, every time your form or survey receives a submission, your designated team members will get an email notification summarising the submitted information. Automating these notifications helps your team stay on top of new leads or survey responses and respond quickly, improving your overall responsiveness and client experience.
Frequently Asked Questions
Q: I'm not receiving email notifications. What should I do?
- Check that the email notification toggle is turned on and that the recipient email addresses are entered correctly. Also check your spam or junk folder to make sure notifications aren't being filtered out.
Q: Can I send notifications to multiple email addresses?
- Yes, you can enter multiple email addresses in the "Email To" field. Separate each address with a comma to ensure all recipients receive the notification.
Q: How can I test the email notification feature?
- After setting up the notification, submit a response to the form/survey. This lets you verify that the notification system is working as expected before going live.