When a form is submitted, by default a submission summary is sent to the owner of the form. This can be turned off under After Submission > Emails.
If you would like to send an email to someone else, including the person who submitted the form, you’ll need to add a custom email.
How to add a custom email
- In the form editor go to After Submission > Emails.
- Click the “Add Email” button.
- Fill out the relevant fields. Note that every email needs a “To” address and subject line.
- When ready, click the “Add Email” button.
- The email can be edited or removed from the After Submission > Emails page.
Custom email configuration options
- The “To” field- here you should enter email addresses you want the email sent to. You can pipe in the email address submitted with the form by clicking the “+” button to the right of the input. Multiple emails must be separated by commas, even when they’re piped in.There is a limit to 15 email addresses across the “To”, “CC”, and “BCC” fields.
- The “Subject” field - this is the subject line for the email. Write whatever you want for the subject line, and you can also personalize the subject line by inserting answers from the form with the “+” menu to the right of the input.
- The “CC” and “BCC” fields - these function the same as the “To” address, except on is a Carbon Copy field, and the other a Blind Carbon Copy.
- The “From Address” field - this is the email address the email will be shown to come from. This means when an email response is sent to someone, they can reply to this address. You might like to make the From Address the email that someone provides in a form, so that when you receive their submission as an auto-email response, you can hit reply to get in contact with them quickly. If you don’t enter an email address, the default is email@example.com. Setting the from address can negatively impact the delivery of emails.
- The “From Name” field - this is where you can enter the name of the sender. You might like to enter your or your organizations name, or you might like to insert an answer from the form (like ‘Name’).
- The “Reply To Address” field - if the person who receives the email response hits reply, the reply will go to this email address. It is different to the “From Address” in that the email is not sent on behalf of this address, and so doesn’t impact the delivery of emails.
- “Attach a PDF Summary” option - by selecting ‘YES’ you can automatically include a summary of that submission’s results as a PDF attachment. PDF summaries only include answered questions, and are listed in plan format. Note that:E-signatures are displayed in fullImages are not displayed, but are included as linksHere’s an example of what the PDF will look like:
- “Content Source” selection - this is where you choose what kind of content you’d like in the body of the email. Your two options are:A ‘Submission Summary’ which will simply include a summary of all answered questions in the body of the email.A 'Custom Message’ which allows you to create a custom email message. This is a rich text email that allows you to also:Insert answers, the price and score from the form into the message using answer piping.Insert images.Add an attachment.
- “Include submission summary” option - select ‘YES’ to add a table of submitted results within the body of the email, a the end.
- “Attachment” - use this option to include any kind of attachment you like. It might be a report Word Doc, or perhaps an event info sheet PDF, or perhaps a Zip file of your portfolio.
- “Email logic” - when toggle on, the email will only be sent “when conditions are met”. So, if you only want the email to send different emails based on how the form is answered, this is what you’re looking for.