Notifications
Notification emails can be sent instantly to you or your staff members when a form response is received. They can be used as a part of your internal workflows or simply to let you know as soon as someone has filled in one of your forms.
You can optionally enable multiple notification emails for your form and add some logic to determine when each should be sent.
Enabling notifications emails
On the Settings page of the form editor, you can enable notification emails by selecting them. There are several options available to you to configure your email notifications:
- Email Address
-
This is the email address to which the notification will be sent (typically you or your staff).
- Email Subject
-
This is the subject of the notification email.
- Email Body
-
You can customize the body of the notification email in this window. This rich text editor lets you design the email exactly as you need (banner images, tables).
- Insert form answers
-
Click this to show a list of short codes for your fields. You can copy and paste any of these codes into your email address (1), email subject (2), or email body (3) settings to insert the response values you receive.
- Do not include a copy of responses at the bottom of the notification email
-
By default, we will add a list of form fields and their response details. You can turn this off by checking this box.
- Attach a PDF document containing form responses
-
This will add a PDF document containing your form response information to the email.
This can be useful in saving documents that you may need to refer to, store individually, or print later.
By default, the PDF that will be attached looks exactly like your online form. The answers from the relevant form response will be populated in the fields.
You can leave everything here if you do not need to customize this.
If you need to customize the default PDF, design your PDF document from scratch, or use a pre-made fillable PDF instead, click 'Add/edit PDF templates for this form' and follow the instructions in the Generate PDFs section.
- Add file uploads as attachments to the email
-
By default, your files will be shown in the notification email as links, and the viewer must sign in to view the files. Ticking this will attach the files as attachments to the notification email.
- Delay sending email after form completion instead of sending immediately
-
Delay sending the email for a specified period. This is useful for sending Workflow reminder emails. You also have the option to send the email even if the workflow step has already been completed at the scheduled time.
- Enable conditional logic for this email
-
You can enable conditional logic to determine whether this email gets sent, depending on answers in the form response.
- Add another notification email
-
You can add multiple notifications by clicking this button. This is particularly useful in conjunction with conditional logic, allowing you to set up the relevant workflows.
Conditional Logic
Conditional logic can be applied to control whether an email notification you have set up is sent. This can be applied in several ways to enable you to manage your internal form workflows.
Send the same email to multiple recipients
You can simply separate multiple emails with a comma, and it will notify all listed emails when a form response is captured.
If you are unsure whether your emails are working correctly, you can confirm the integration logs for any form response.
To find these, please follow these steps:
-
Click Forms in the left-hand navigation menu, then next to any of your forms, click .
-
Next to your form responses, click View/Download.
-
Scroll to the bottom of the response details to see the integration logs if there are any integrations enabled.