Trigger different types of emails to your users
and visitors. Learn about them here.
In this video we will explain how to use and setup notification and confirmation emails as well as form redirects. After your form has been created, you may consider setting up email notifications for you and your end users. To set up these notifications, go to the settings menu in your form, and then click the email and redirect option. First you can set up your notification emails. Notifications are generally designed for account owners and their teams to be notified when an end user submits a form. When creating a notification email, first you want to decide where the email is coming from. And then you can enter your email recipients. These are the individuals that will receive notifications each time a form is submitted. You can also customize your e-mail subject line and choose how the data is displayed in the message. For example, you can choose to display all the data, you can simply send a link to the saved data, or you can create a custom message.
You’ll also have the option to display or hide empty fields from the form and section headings from the form. You can also decide how you want attachments handled with notifications. You can cap them in a certain size limit or decide to never attach files in notification emails. Last you'll have the option to enable smart routing. Smart routing is essentially a filter tool that allows you to only send these notification emails based on how the end-user answers certain questions on the form.
The next type of notification you'll be able to set up is your confirmation emails. Confirmations typically go to end-users after they submit the form to confirm that the form has been submitted and received. When creating your confirmation email, you can decide where the email is coming from, who it's going to, you can customize your subject line, decide whether to send the message immediately after the end-user submits or delay after a certain time period. And then you can move to create your custom message.
A neat feature in here is the ability to insert fields from your form. In this example, I plugged in my first name field from my form. Once a user submits the form, their first name will automatically be plugged into that portion of the message. Just like in our notifications, I have the ability to enable smart routing. Again this is a filtering tool that allows me to only send this confirmation email to users who answer certain questions on the form in a particular way.
The last option you’ll have in this menu is to set up your redirects. Redirects will dictate where the user is taken after they submit their form. By default, all forms are given the default submit action message. This is basically just a thank you for submitting message. If you don't want to use that, you can create a custom message. Here again, you have the ability to plug-in fields from your form or create your own custom message. You also have the option to redirect users to an external URL, or external URL with web hook. This is a neat tool if you want to redirect your users to your home page or to another Formstack form after they submit their initial form.
The last option is to redirect to a third party. This is only used when integrating your form with a third party vendor, such as a payment processor, email management, et cetera. Lastly you will have the option to use the smart routing filtering tool in the redirects as well. Once your notifications, confirmations, and redirects have all been set up, you can edit them, update them, and delete them from anytime within your email and redirect portion of your form.comments powered by Disqus