Add an Email Submission Event to a Form

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
   
   
2. Select a form
   
3. Click the Workflow tab
   
4. Select Submission Events and click Add Submission Event
   
   
5. Select Email + PDF or Email as the Event Type
   
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. 
   
   
   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
   
   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
   

Supporting Articles

• Submission Events Overview