website logo
⌘K
Getting started
Create your Serviceform account
Pixel
Your Dashboard
Conversational tools
Serviceform glossary
FAQs
Cookies
GA 4 and DataLayer
Send events into GA4 from DataLayer
Cookie controller
Website analytics (Insights)
Custom event tracking
Chatbot
Design your chatbot
Build your chatbot
Settings
Preview your chatbot
Install your chatbot
Duplicate your chatbot
Translate your chatbot
Facebook Chatbot
Advanced
Live chat
Livechat teams
Trigger your livechat
Set hours
Desktop notifications
SMS notifications
Livechat in Serviceform App
Talk with the clients
Popup
Create your first popup
Popup type settings
Popup content
Popup design
Thank you page
Tracking and advanced settings
Language
Install your popup
Leadbar
Create your Lead bar
Types of Bars
Form
Build your form
Question types
Settings and design
Custom CSS & JS
Install your form
Emails
Install tools
Insights
Website analytics
Flow statistics
Live chat statistics
Ourly Calendar
Setup Ourly
Events
Sync Calendar
Email signature
Add email signature to Gmail
Social Inbox
Connect Facebook and Instagram
Meta Business Suite
Integrations
Sending lead via Webhooks
Google Analytics
Zapier and Webhooks
HubSpot with Zapier webhooks
Collect payments with Stripe
Leads
Filter leads
Export leads as XLS
Account
Settings
Change password
Plan settings and invoice history
Docs powered by archbee 
9min

Emails

Create your emails

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

Document image

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

Document image

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'

Document image

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.

Document image

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
Did this page help you?
Yes
No
UP NEXT
Install tools
Docs powered by archbee 
TABLE OF CONTENTS
Create your emails
Trigger different emails depending on the options in your form