When a user submits a form, you can send e-mail notifications to the client. This ensures they do not have to constantly check for form submissions to see if anything has been submitted.



Adding Basic E-mail Notifications


To use information submitted in the form as part of the notification, use merge tags! Adding them is simple: Click the small dropdown arrow icon next to any field and select from any of the available options.  For example, to set up an email notification that uses the form submitter's First and last name as the sender name, Select the first and last name options from the dropdown with a space between them {Name (First):1.3} {Name (Last):1.6}


  1. To access notifications, hover over Form Settings and click on Notifications. You should now see a list of all notifications that exist for that form. By default, there should already be a single notification that sends the submissions to the admin email address within your WordPress installation. To add a new notification, click the Add New button.

  2. First, pick a name for your notification. This is simply something to easily identify the notification. Things like 'Admin Email' or 'User Email' are good choices.

  3. To email the client, set the Send To Email setting to the client's e-mail address.

  4. It is best to send the admin notification from postmaster@uxi.io.  This allows us to track the e-mail delivery and troubleshoot any issues that arise.

    -IF- a client does not wish to receive these notifications from the postmaster, we can use a client e-mail address, but doing so will not allow us to track or troubleshoot any issues. -Please test e-mail delivery thoroughly if not using the postmaster.

    Note:
    AOL and Yahoo have recently changed their mail policies and will not work as 'From Addresses'.

  5. To allow the client that receives this e-mail notification to reply directly to the user, use the merge tag for the form user's e-mail address.

  6. Enter a Subject and E-mail body. Use the merge tags to enter any specific form field data into the e-mail.  

  7. Add the marketing executive's e-mail here if they wish to be notified of form submissions.


Admin Email Notification






User Email Notification

Follow the same basic procedure to set up a user e-mail notification when needed. Use merge tags to insert any specific form fields in the text, then use the {all_fields} merge tag to insert all submitted fields in one organized HTML table.



  1. To access notifications, hover over Form Settings and click on Notifications. You should now see a list of all notifications that exist for that form. By default, there should already be a single notification that sends the submissions to the admin email address within your WordPress installation. To add a new notification, click the Add New button.

  2. First, pick a name for your notification. This is simply something to easily identify the notification. Things like 'User Email' are good choices.

  3. To email the user, set the Send To form field and select the appropriate e-mail field.

  4. Enter a Subject and E-mail body. Use the merge tags to enter any specific form field data into the e-mail.

Sample code is below

 

<table style="max-width: 700px;">
<tbody>
<tr>
<td style="text-align: center;"><img src="https://d1li5256ypm7oi.cloudfront.net/demos/2015/12/uxi-transparent.png" alt="Topline Garage Door Co" /></td>
</tr>
<tr>
<td style="font-family: geneva,arial,sans-serif; font-size: 14xp;"> Thank you for contacting us, {Enter Your Name (First):1.3}! We've received your request and we'll reach out to you shortly! Full details from your request are listed below.</td>
</tr>
<tr>
<td>{all_fields}</td>
</tr>
</tbody>
</table>