Notifications and Confirmations

This guide will cover Notification and Confirmations
A notification is an email sent after a form to filled out
A confirmation is what happens after someone fills out the form

With our Form Builder you can set up email notifications. This can be any email. For example if had a signup sheet for a clinic or fall program the notification could go to the person in charge of that program.

Create a New Notification

You will need to already have a form created. If you need to learn how to do so, you may review our article on creating forms.

Find the form that you want to create a notification for by clicking on Forms on the left side navigation menu, then clicking on the form.

At the top menu, hover over Form Settings and click on Notifications.
*You will see a default notification set to your gym email.
*Click on Add New

Email Settings:

Once you click Add New, you will see a setting labeled Send To. This allows you to determine how the message is sent. The options available are the following:

Enter Email: This is simply a single email address that all notifications for this form will be sent to.
Select a Field: This option will allow you to send the notifications based on the contents of an email address field in the form.
Configure Routing: This option will allow you to change the Send To email address used for the notification based on the options that the user selects in the form.
For the purpose of this article, we are just going to take a look at the Enter Email option.

If you have the Enter Email option selected, the Send to Email field will be available. Within this field, enter the email address that you want your form notifications to be sent to.

Next, you will need to configure a few different fields related to the email being sent. The first of these is the From Name field. When a notification email is sent, this is the name that will be displayed as the sender. Here, you can set this to something static, or dynamically generate that data. In this example, we want the name field from the form to be used as the From Name in the notification, click on the merge tag icon to the right of the field, and click on the field that you are using for the name.

The number in the merge tag is the value of the field_id, which may be a single number for the field, or a multi-part number for multi-part fields that have more than one field within them, such as the Name field. Example: {text:4} will select field ID 4. {name:5.3} will target the 3rd part of the field ID 5, such as the first name within a name field. For more information on merge tags, refer to this article.


From Email field. This is the email address that is displayed as the sender when receiving the notification. You may set this to {admin_email} or use a static email address, but always use a valid from email to prevent sending and deliverability issues.

Reply To field in which the reply address may be set. This can take a static email address, or use merge tags by clicking on the icon to the right of the field.

The BCC field will allow you to set an email address in which the notification email will be copied to. This is useful if you have an individual that wants to receive all notification emails when sending to multiple people.

The Subject and Message fields are the most important part of the notification. This is the content that lets you know the content of the form that was filled out. These default to a subject stating the form that was filled out, as well as the message containing the form content. Just like many of the previous fields, these also support merge tags to dynamically generate content. For most people, the default content is fine, but you may change this to anything you wish. Using the drop down icon next to the input boxes, you can select your form fields merge tags and also additional merge tags.

Adding An Attachment
As of Gravity Forms 2.4, if there are File Upload fields on the form, the Attachments option displays. By selecting this option, the files that are uploaded on the form are included when the Notification is sent.


Disable Auto-Formatting
For plain text, MODSITES will sometimes help add paragraph spacing to your email text in order to help readability. if you carefully craft your notification layout (e.g. using HTML) and do not want any meddling from the system, select the Disable Auto Formatting checkbox below the message field.

Using Conditional Logic With The Notification
Notifications support conditional logic, allowing you to define specific conditions that determine whether or not this notification gets sent. Select the option to enable conditional logic here, you can then configure your conditions. For more information on conditional logic, take a look at our article on configuring conditional logic.

Confirmations

With Confirmations you can adjust the experience your lead has. We will cover how to change or set the message after a form is filled out or how to redirect the lead to a new page.

Changing or Adding a Message after the Form is completed.

You will need to already have a form created. If you need to learn how to do so, you may review our article on creating forms.

Find the form that you want to create a confirmation for by clicking on Forms on the left side navigation menu, then clicking on the form.

At the top menu, hover over Form Settings and click on confirmations
Then click on Text
Add your text to the text block
Click SAVE

Redirecting to a page on the website.

Find the form that you want to create a confirmation for by clicking on Forms on the left side navigation menu, then clicking on the form.

At the top menu, hover over Form Settings and click on confirmations
Then click on Page
Select the page from the drop down menu
Click SAVE

Redirecting to an external URL.

Find the form that you want to create a confirmation for by clicking on Forms on the left side navigation menu, then clicking on the form.

At the top menu, hover over Form Settings and click on confirmations
Then click on Redirect
Copy and Paste in the URL
Click SAVE

Updated on: 30/11/2020