Enabling Email Notifications for Form Survey Submissions
The introduction of email notifications for form and survey submissions offers several key advantages:
Instant Notification: Receive immediate alerts via email whenever a form or survey is submitted. This real-time update eliminates the need for manual checking and ensures you're always aware of new leads or responses.
Simplified Setup: Setting up email notifications is a straightforward process. Customize the notification's subject line, specify recipient addresses, and even perform a test run to ensure everything is set up correctly.
Efficient Communication: By automating email notifications, your team can stay informed and respond promptly to new leads and survey responses, enhancing engagement and potential client interactions.
Step-by-Step Guide to Using This New Feature
To take advantage of this feature, follow these simple steps:
Access Forms or Surveys:
Navigate to the 'Sites' tab from the left sidebar, then select the 'Forms/Survey' tab from the top menu. For this example, 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:
Click on the bell icon in the top menu to access notification settings.
Turn the toggle on to activate email notifications.
Configure Notification Settings:
Fill in the “Email To” field with the email addresses of the recipients who should receive the notification.
Customize the subject line and other details as necessary.
Click 'Save' to apply your settings.
Save Your Form:
Don’t forget to save your form after completing the setup process.
From now on, every time your form or survey receives a submission, you and your designated team members will receive an email notification summarizing the submitted information.
Troubleshooting Tips and FAQs
I'm not receiving email notifications. What should I do?
Ensure the email notification toggle is turned on and that you've correctly entered the recipient email addresses. Check your spam or junk folder to ensure notifications aren't being filtered out.
Can I send notifications to multiple email addresses?
Yes, you can specify multiple email addresses in the “Email To” field. Separate each address with a comma to ensure proper delivery.
How can I test the email notification feature?
After setting up the notification, use the 'Test' option to send a mock notification to the specified email addresses. This ensures everything is working as expected before going live.