Sending an E-mail When a Webform is Submitted
Step-By-Step E-mail Creation
Step 1 - Choose the e-mail recipient
The first step is to choose the e-mail address that will be receiving the e-mail. This can be either:
- A manually defined e-mail address such as a shared departmental account or your own e-mail address OR
- you can have the e-mail be sent to an e-mail address provided by the user completing the form
The second option can be used for any email component in your form. If you request a user's e-mail address be sure to use this component type and to make it mandatory if you intend to send an automated reply.
Once you have entered an e-mail address or chosen a field. Click the Add button on the right (see Figure 1).
Step 2 - Set your header details
The next step is to choose your e-mail's subject, the e-mail address to send the e-mail from, and the name of sender.
For each of these options you can choose from a pre-configured default, a custom value, or a relevant component value from the user's submission. (see Figure 2). Also, you can update or modify the e-mail selected in Step 1.
Step 3 - Set your E-mail template
The next step is to choose what the body of the e-mail will be. This can be either the default template which supplies a list of submitted values, or it can be a custom message such as a thank you e-mail or some other confirmation message that will be delivered to an e-mail address.
To override the template, you can just edit the E-mail template text area. You do not need to select Custom template from the dropdown as this will occur automatically.
If this e-mail is being sent to the user who filled out the form, you may wish to consider adding helpful information like "Thank you for submitting the form for [purpose]. Your submission has been received."
Step 4 - Complete the e-mail setup
Hit the Save e-mail settings button at the bottom of the page to save this e-mail.
Step 5 - Repeat
Repeat process from step 1 in order to add a second e-mail. You can send multiple different e-mails upon a successful form submission.