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).

The e-mails screen for webforms
Figure 1. The webform E-mails tab. From here you can enter an e-mail address or choose from available email form components for e-mail recipients. View full-sized image.

 

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.

The e-mail header settings.

Figure 2. The e-mail header details for a webform e-mail. View full-size image.

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.

The default E-mail template for webforms
Figure 3. The default template for e-mails sent by webform submissions. View full-sized image.

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.