Setting up email alerts for form and survey submissions can bring several notable benefits:
Real-Time Updates:
You'll receive an instant email each time a form or survey is completed, ensuring you’re informed of new submissions without the need to check manually. This helps you stay on top of new leads and responses quickly.
Simple Setup:
Configuring email alerts is easy. You can personalize the email subject line, select who receives the notifications, and run a test to confirm everything works.
Enhanced Communication:
By automating the notification process, your team can respond promptly to new form submissions, improving engagement and interactions with clients or leads.
Step-by-Step Instructions for Enabling Email Alerts
Follow these steps to start using this feature:
1. Access Forms or Surveys:
In the dashboard, go to the 'Sites' tab from the sidebar.
Select the 'Forms/Survey' option in the top navigation. This guide will focus on forms.
2. Create or Edit a Form:
- To make a new form, click "Add Form." If you're modifying an existing one, select the form to edit it.
3. Enable Notifications:
- In the form editor, click on the bell icon in the top toolbar to access the notification settings.
- Activate email notifications by turning the toggle on.
4. Set Up Notification Preferences:
- Enter the email addresses of the individuals who should receive the notifications in the “Email To” field.
- Customize the subject line and other details if needed.
- Save your changes.
5. Save the Form:
- Make sure to save the form after finishing your setup.
Once set up, you and your team will receive an email each time someone submits a form or survey, with the submitted details included.
Common Issues and Solutions
Not Receiving Emails?
Confirm the email notification toggle is enabled and that the email addresses are correct. Also, check your spam folder to ensure notifications aren’t being misclassified.
Can I Add Multiple Email Addresses?
Yes, multiple recipients can be added by separating each email address with a comma.
How Can I Test the Notification?
Use the 'Test' option to send a sample notification to ensure the setup works as expected before going live.
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