Create your emails

To create and configure the email notification on your form, open the Emails tab on the top banner of your form.

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A preset will pop, where you can configure the email you'll like to send.

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Email name * - Name of the email for internal usage, this will not be shown to the user.

Send this email always - Turn on/off depending on if you want to send this email always, if you want to trigger different emails depending on the options of the form, continue reading.

Email subject * - Subject of the email that will be sent.

From email - Normally it ads the email from the Serviceform account that you are loged in, but you can use another email if wanted.

Email sender - the name of the sender (eg. company name).

To email - To whom do you want to send the email? Use #customerEmail to send it to the user after they fill their data on the form.

Email body - write the content of your email.

You can use these tokens (the form gets this from the answer user gives):

  • #customerName - Name introduced by the user in the form;
  • #customerEmail - Email introduced by the user in the form;
  • #customerPhone - Phone Name introduced by the user in the form;
  • #customerLastName - Last Name introduced by the user in the form;
  • #q0o1 - will use the response from a particular question and option selected by the user in the form;
  • #results - it will load all the responses from each submission

Email attachments - attach any file that you'd like to send in the email

After you finished, don't forget to save the email by clicking on 'Create email'

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Trigger different emails depending on the options in your form

To send different emails, depending on the options the user selected in your form, you'll need a Select One or a Multiselect type of question.

Open the 'Settings' and on Conditional emails' select the email you want to send on that option.

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Note: You need to have configured the email previously on the Email tab, or you can click on 'Open email preset manager'

Updated 15 Jul 2021
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