Learn how to set up email alerts for form submissions, so you and your team are notified when a form is completed, or an automatic response is sent to the respondent.
Before you start
Things you need to know:
Your page or form must have form inputs to set up alerts.
If you plan to send a response from a custom from address, you must already have a triggered campaign set up.
Set up form alerts for yourself and your team
On the form editor, expand the FORM OPTIONS drop-down menu and select Email alerts.
Under the heading Send to yourself, enter one or more email addresses to receive alerts every time the form is completed.
If you're entering multiple email addresses, press the Enter key and add each address on a new line.
Select the Include responses checkbox to include the form's responses in the alert.
Select APPLY.
Using a shared mailbox?
If you use a shared mailbox to receive form responses, note that anyone who has access to that mailbox can view all responses and any attached files.
Send a response to the respondent
To send a response to the respondent after they successfully complete your form:
On the form editor, expand the FORM OPTIONS drop-down menu and select Email alerts.
Under the heading Send to respondent, select Yes.
Expand the Email type drop-down menu and choose either New message, a simple text email; or Triggered campaign, a triggered campaign that you previously created.
New message (simple text) alerts can include the form responses, whereas a triggered campaign cannot.
New message (simple text) alerts are sent from a Dotdigital system domain. If you want the response to come from your custom from address, select a triggered campaign to send. You can set the from address in the Create step of building a triggered campaign.
If you're setting up a New message, select EDIT MESSAGE and enter your message text.
If you're setting up a Triggered campaign, select SELECT and choose your campaign.
Select APPLY.
You can use a triggered campaign instead of a basic email alert to enable advanced features, such as using a custom from address and sending richer, personalized messages.
Troubleshooting:
If your automated emails or workflows aren't working as expected, try the following:
Inspect form behaviour in Dotdigital.
Verify the triggered campaign’s status and its link to your form.
Coordinate with administrators to replace external providers with native Dotdigital forms if required.