Here is a breakdown of the new Notifications section. We know there are many settings there that can be adjusted, so let’s make them crystal clear.
Who should receive the emails? At Send to select from the options listed below:
Every email can be sent to 1 or multiple recipients, with or without conditional logic. If you want to send your emails to different recipients based upon how a user completes the form, you can use the Conditional Logic feature. To do so, simply click on Add rules.
You can establish when the email will be sent to the form recipients. Choose from the dropdown list the option that best suits your needs.
In order to use the Payments and Approvals triggers make sure you first enable them.
Change the Subject by adding a field variable, then new emails will move to another conversation.
Click on Load Template to select which predefined template you wish to customize.
To insert submission input into the template, click on the plus sign and use the fields displayed in the dropdown list.
The content can be anything you wish. In each template you can add your own images, links, tables and text. Hit the source code icon (< >) and create your own fully customizable template using HTML language.
Furthermore, you can attach a file to the email template. Attach your own file, a PDF with the layout of the form (using PDF credits) or a custom PDF template.
If you have enabled the edit submission option, in Settings – Advanced you can choose the notifications that will be resend. The Resend functionality will trigger the SMS notifications along with the Email notifications. The form’s recipients will receive them anytime the entry is updated.
To customize the Reference ID prefix, go to Settings – Advanced – Reference ID and enter your own tracking code.