How to configure or update Emails in the Forms module

How to configure or update Emails in the Forms module

In the Forms modules, there are several admin email notifications that can be set up as well as the submission confirmation email to the submitter.
An email may be configured to send on 1. submission, 2. when all items have been completed 3. when a submission has been updated. Each of these notifications are set up independently of each other.

Where to access the Email setting in the Forms Module?

  1. Click Dashboard
  2. Click Forms tab
  3. Click the applicable form under the Form Title list to open it
  4. Click Settings button
  5. Scroll down and locate the Emails section, click the arrow beside the Emails heading to expand the section
  6. Refer to the below sections to configure each different email.

Email when a Form is Submitted

This admin email notification is useful to enable when all of the form content is required at the time of submission or as a notification to notify the admin when a form has been submitted.
  1. Set Send email to Submitter = Yes to enable
  2. Draft email message for the submitter in Email to Applicant
  3. Email Admin Contac(s) on submission = enter additional email addresses that will receive a notification when a form is submitted
  4. Email Admin on submission = Yes to enable an email the form's main contact email (This email address was populated in the settings located higher up in the settings screen when the form was created.)
  5. Email Content Admin on Submission is the email message content the admin receives.
  6. Click Update Form button to save your changes



Email Admin when Form is Completed

This admin email notification is useful to use when you have a secondary set of fields on the application form that requires a reference or endorser to submit or respond to questions on the application form or if the applicant is allowed to save their form and return to upload additional supporting documentation (i.e. when the Require to be complete attribute is used on a field)
  1. Set Email Admin When submission is Complete = Yes to enable
  2. Draft email message for the Admin in Email Content Admin on Complete
    The form's main contact email is the email address that will receive the email. (This email address was populated in the settings located higher up in the settings screen when the form was created.)
  3. Click Update Form to save changes.

Email Admin when a Form is Updated

This admin email notification is useful if admins want to be informed when forms updated.
  1. Set Email Admin When submission is Updated = Yes to enable
  2. Draft email message for the Admin in Email Content Admin on Update
    The form's main contact email is the email address that will receive the email. (This email address was populated in the settings located higher up in the settings screen when the form was created.)
  3. Click Update Form to save changes.

    • Related Articles

    • Managing Application Forms

      How to access an existing Form to make changes? Click Dashboard Click Forms icon located between Conferences and Other Tools From the Form list, locate and click on the Form to edit Click Settings button Click Manage Form Fields in horizontal menu to ...
    • How to setup an admin email when a submission is submitted and/or edited?

      Click Dashboard Click Speakers Module Click the Settings button Click Emails in the horizontal menu Scroll down near the bottom to the Admin Emails section of the screen Set Email Administrator After Submission to Yes / No, as desired Set Email ...
    • Creating Application Forms & Settings

      NOTE: These forms are independent from the Submission forms in the Speaker Module and Registration forms in the Attendee/Exhibitor Modules. For Submissions Forms - use the Speaker Module. For Registration Forms - use the corresponding Attendee or ...
    • How to Email Reviewers Assigned in Forms Module Application Review Site?

      How to Edit the Invitation to Review email? Click Dashboard Click Forms Click on the name of the Form Click Review Submissions in left-side menu Click Settings in the horizontal menu Scroll down and update the Reviewer Email field Scroll down, ...
    • Setting up Email Templates

      You may create drafts of email templates to be used from within specific modules. The templated email that you select to use from within a module will be pulled into the email compose screen. How to Create the Draft Email Click Dashboard Click Email ...