Sending an email notification when a form is submitted

You can send a notification email to someone in your organization when a contact submits a form.

Note: Only use this form processing step to internally notify resources of a form submission. If you need to send the submitter an email, see Sending an autoresponder email.

  • The email recipients
  • The email's subject line
  • The notification email to send

To send a notification email:

  1. Open a form or create a new one.
  2. Click Processing.
  3. Add a new processing step:
    • In the classic UI, click The Add icon in the left pane.
    • In the Redwood experience, select An image of the Add button..
  4. Choose the Send Notification Email step:
    • In the classic UI, double-click The Email iconSend Notification Email.
    • In the Redwood experience, select Send Notification Email.
  5. Choose the email recipient:
    OptionSteps
    To manually add the email address
    1. Click Always send to the same email address.
    2. Type the email address.
    To use a form field
    1. Click Use a value of the form field.
    2. Select the field.
    To use a picklist
    1. Click Use a picklist.
    2. Select the form field.
    3. Select the picklist:
      • In the classic UI, click File chooser and then Add button.
      • In the Redwood experience, select the picklist from the Picklist drop-down and use the open panel option to add one.
  6. Choose the subject line:
    Manual
    1. Click Always use the same subject.
    2. Type the subject.
    Picklist
    1. Select picklist.
    2. Select field.
  7. Click the notification email in the Notification Configuration drop-down list.

    Tip: For more information configuring the notification email, see Creating a form notification configuration.

  8. To change the encoding of the email, click Advanced Settings. The encoding can be for a specific language (to make sure that the character set is available) or Unicode (UTF-8).
  9. Specify when to process this step.
  10. Click Save.