Set up submit actions, email alerts, and submit settings of a form

Learn how to access and set up your form submit actions, email alerts, and submit settings.

Overview

Different actions can be triggered when a respondent completes a form. You can edit your submit actions, email alerts, and submit settings to allow multiple or single form submissions, add respondents to an address book or program, and send yourself or a respondent an email alert when a form is complete.

Edit submit actions

You can allow your respondents to complete your form more than once and add them to an address book, once they are done completing your form and submit it.

To edit your submit actions:

  1. Go to Pages and forms and select a form.
  2. Go to the Form options drop-down menu.

    Your form must contain Form blocks to access the Submit actions.

  3. Select Submit actions.
    • To edit how often your respondents can complete your form, select Once or Multiple times next to the Respondents can complete the form field.
    • To choose an address book or program where respondents are added when they complete your form, select Select for either the To address book and Enrol to program fields, and choose either an address book or a program.

      To use these fields, you must use a Text box form block and it must have a Contact email question type.

  4. Select Apply.

Set up email alerts

You can send an email alert to yourself and to the respondent of your form when they complete it.

To edit your email alert options:

  1. Go to Pages and forms and select a form.
  2. Go to the Form options drop-down menu.

    Your form must contain Form blocks to access the Email alerts.

  3. Select Email alerts.
    • To send an email alert to yourself when a form is complete, select Yes next to the Send to yourself field. You can list other email addresses in the Send to box and include the respondent’s answers by selecting Include response.
    • To send an email alert to the respondent when they complete the form, select Yes next to the Send to respondent field. You can send a new message or a triggered campaign.

      To use this field, you must use a Text box form block and it must have a Contact email question type.

  4. Select Apply.

To learn more about enabling form email alerts, check out the Set up email alerts for form submissions article.

Edit form settings

You can choose to enable autosave, so if a respondent leaves your form half done, they can return to it and start where they left off.

To learn more about partially completed forms, check out the Save a partially completed form article.

You can also enable bot detection. Bot detection is a great tool to prevent spam because, if the form notices the same IP fills it out multiple times in a short period of time, a CAPTCHA appears.

To edit your form settings:

  1. Go to Pages and forms and select a form.
  2. Go to the Form options drop-down menu.

    Your form must contain Form blocks to access the Settings.

  3. Select Settings.
    • To enable autosave, select Yes next to the Autosave field.
    • To enable bot detection, select Yes next to the Enable bot detection field.
  4. Select Apply.

See also

Did you find this article helpful?

Can we help?

Thanks for using Engagement Cloud. If you need more help or support, then contact our support team.