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Add an Email Submission Event to a Form

  • Updated:

This article walks through how to add a submission event to a form using the Email + PDF or Email event types. Learn more about Submission Events. 

 

 

Instructions

  1. Navigate to Forms
    forms
  2. Select a form
    select form
  3. Click the Workflow tab
    workflow tab.
  4. Select Submission Events and click Add Submission Event
    add submission event
  5. Select Email + PDF or Email as the Event Type
    email or email and pdf event type options
  6. Add the Email Addresses by typing them into the field and hitting Enter. You can include multiple email addresses and can also choose to CC or Bcc email recipients. 
    email address fields
    Note: Learn how to use Submission Data Injection to send an email to the user who submitted the form.
  7. Complete the remaining Submission Event fields, as needed
    submission event fields
    Note: Fields will differ depending on the Event Type chosen. Several fields allow submission data injection. Select the question mark next to the field for example values. 
    • Label: Add an optional label to the submission event
    • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient
    • Email Subject Line: Enter the desired subject line of the email
    • PDF File Name: Enter the desired name for the PDF attachment
    • Use email template: Toggle on to select an existing email template from the drop-down menu
    • Display submission ID in PDF: Turning this on will ensure the submission ID is added as a footer to each page of the PDF
    • Display external ID in PDF: Include the External Id/Receipt Id in the footer of the PDF
    • Include payment details in PDF: Toggle on to add a page break after the form content and include the payment receipt information
    • Page break on form pages: Turning this on will create a page break in the PDF that reflects the page breaks in the form itself
    • Run Conditionally: Set conditional parameters for the submission event
  8. Click Save
    save event

 

Supporting Articles

Comments

Let us know what was helpful or not helpful about the article.

3 comments

Date Votes
  • David Lutz

    It would be helpful if you illustrated how to specify multiple email recipients. Do I separate them with a space, a comma, a semi-colon...?? The instructions "Enter the email addresses to send the email to after a successful submission" does not indicate how to do this.

    0
  • Clara Siegele

    Hi David, 

    Thanks for the feedback! There is no need to manually separate the emails, the system will do that automatically when you hit Enter. I included a step to better show that above. 

    0
  • David Lutz

    Very nice thanks! I did manage to stumble on the "hit Enter" solution... :) 

    0

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