Setting up Outgoing Email Notifications

This article covers the steps on setting up outgoing email notifications.

Locating the Notifications Tab

• 1

  To get started, open up the form editors start screen.

• 2

  On the top of the form editor you will find the notifications tab.

Please see the following screenshot for reference.

Notifications Tab Settings

After locating the notifications tab, you can begin configuring your outgoing email notifications that are triggered when a new form submission takes place. Similar to a native email provider are the following features.

• 1

  From

• 2

  To

• 3

  ReplyTo

• 3

  Bcc

• 3

  Subject

• 3

  Body

• 3

  Attaching Uploads

From

The from field is the email address used to send the notification and is what your customer or the recepient will see when the email arrives in their inbox. By selecting the from input field a dropdown will appear. The dropdown automatically populates a full list of all administrative email addresses associated with your website/account. You can make a single selection for this field by clicking on one of the options. Additionally, you can manually enter an email address by typing directly into the from input field.

Please see the following screenshot for reference.

To

The to email address is the email address or addresses of the customer or the recepients that will receive the notification. By selecting the to input field a dropdown will appear. The dropdown automatically populates a full list of all email fields that are currently inside of your form. If you do not see any options available in the dropdown, please exit the notifications tab by clicking the "x" button on top of the modal or the modal overlay. This will not clear your progress in the notifications tab. Once the notifications tab has been closed, you can click or drag a new email field into your form. After addding an email field to your form you can re-open the notificatons tab and make your selection(s). The to field allows for one or multiple recepients to be selected. You can optionally enter a single email address by typing directly inside the to input field.

Please see the following screenshot for reference.

ReplyTo

The replyto field is the email address used when and if the recepient of the notification wishes to respond. By selecting the replyto input field a dropdown will appear. The dropdown automatically populates a full list of all administrative email addresses associated with your website/account. You can make a single selection for this field by clicking on one of the options. Additionally, you can manually enter an email address by typing directly into the replyto input field.

Please see the following screenshot for reference.

Bcc

The bcc field is similar to that of the to field. It allows you to copy the notification to additional recepients. By selecting the to input field a dropdown will appear. The dropdown automatically populates a full list of all email fields that are currently inside of your form. If you do not see any options available in the dropdown, please exit the notifications tab by clicking the "x" button on top of the modal or the modal overlay. This will not clear your progress in the notifications tab. Once the notifications tab has been closed, you can click or drag a new email field into your form. After addding an email field to your form you can re-open the notificatons tab and make your selection(s). The bcc field allows for one or multiple recepients to be selected. You can optionally enter a single email address by typing directly inside the bcc input field.

Please see the following screenshot for reference.

Subject

The subject field determines the notifications email subject. This field currently supports manual entries. Simply click the subject input field and type your subject. For example: "Welcome to the Newsletter!", "We received your submission", "Thank you for your payment", etc.

Body

The body field is the notification body. Included with Likeable Forms is the ability to add custom HTML, insert dynamic values with the dynamic tag picker, and basic markup such as bold, italic, underline, link, and text colors, and plain/static text for outgoing notifications.

Static Text

For static text email notifications you can simply start typing your message into the body field.

Dynamic Values

If you would like to include dynamic submission data that changes when the notification is delivered, you can use the dynamic tags picker.

For example, a customer signs up for a newsletter subscription and you would like to send your new subscriber a welcome email. For this particular example, we want to include the new subscribers first name at the top of the email to create a more personalized welcome email. In order to accomplish this, we will select the body field, then hover over the "dynamic tags" button, lastly select the name field button. When selecting the name field, the name fields dynamic tag which will be surrounded by curcly braces "{}" will be inserted where your cursor is located inside the body field. At run time and when the notification is sent and received by the subscriber, the dynamic tag will be converted into the name that was entered into the form for the selected field.

Please see the following screenshot for reference.

HTML

If you would like to use and insert custom or pre-built email templates for the notifications body, you can select the HTML button located at the top right corner of the body field. By clicking the "HTML" button the body field will change from text into HTML. Lastly, type or paste the HTML into the body field.

Please see the following screenshot for reference.

Attaching File Uploads

If you wish to include uploaded files in the form of an attachment you will need to select the "Add File Uploads as Attachments" checkbox option. This option automatically converts uploaded files from file upload or multi-file upload fields in the form to attachments at run time.