Posts Tagged ‘confirmation email’

Why You Should Add a Calendar Invite to Registration Confirmation Emails

A calendar invitation is a type of email attachment that allows the person to easily add an event to their calendar, often by just accepting a prompt on their phone.

When you create an event registration form, you should always customize the confirmation email and set up a calendar invitation with the details of your event.

Calendar invites are supported by most mail and calendar apps. They typically provide a seamless experience, allowing users to import the calendar entry with your event details by simply accepting a prompt on their phone or computer.

Adding a calendar entry helps people organize their time and save the date of your event. And of course, reminds them to attend!

Calendar invitations are supported by Microsoft Outlook, Apple Mail and Calendar on iOS and Mac OS, and the Gmail and Google Calendar apps on Android, iOS and on the web.

Feel free to try this demo and add the test event to your calendar.

Setting Up a Calendar Invitation for an Event

FormSmarts supports calendar invitations with the confirmation emails associated with all types of forms: the registration and payment confirmation emails we send on payment forms, standard auto-responder emails, and the opt-in confirmation emails users can request on the summary page of a form.

To add a calendar invite to an event registration confirmation email:

• Sign in to the form builder and find the registration form for the event
• Click the button showing a pencil to edit it
• In the Submit Actions tab, click or tap into the Confirmation Email Text box
• Edit the confirmation email text as needed
• Click the button showing a calendar (outlined with a red circle on the image above) to set up an event calendar invitation

Edit Event Information

FormSmarts needs some information about your event to create the calendar invite:

• The event title, which is pre-filled with the form’s title
• The event start date, time, and timezone
• The event location (or URL for an online event)
• The event organizer email. Note that the organizer email is shared in the invite, so use the public email address of the your organization if you have privacy concerns.
• Finally, the organizer name and the event end date and time are optional.

Keep Event Details Up-to-Date

Calendar invites are linked to a specific one-time event, so unlike most form settings, they are not inherited when you make a copy of a form.

Remember to add your event details when you create a new registration form or update them if you use the same form for several events.

Posted on Feb 6th, 2023 in event registration.
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Tags: confirmation email, e-ticket, payment

Automated Form Confirmation Email

FormSmarts autoresponder allows you to send an automatic email confirmation when someone submits one of your forms.

To start sending a confirmation email to form respondents, sign in to the form builder, edit the form, and toggle on Send confirmation email in the Submit Actions tab shown above.

Form Confirmation Emails

The confirmation email option is only available with the default Show confirmation message Submit Action and when you redirect form users to your site. Other types of email confirmations are sent with other submit actions.

Payment Forms

When someone submits a registration form or any other form that involves a payment, FormSmarts sends instead a payment & submission confirmation email. A payment confirmation email is always sent as soon as the payment goes through, there is no need to set it up. You can customize the message text as discussed in the section below.

“Opt-in” Confirmation Email on the Summary Page of a Form

When someone submits a form, FormSmarts shows a confirmation/thank you page with the Confirmation Message you've set or a default message. You can also set up a form to allow the person to keep a copy of the information they have submitted.

The Summary Page mode (Show summary with print, email & PDF options in the On Submission drop-down list) allows users to download a PDF receipt or request a confirmation email.

Edit the Message Body

FormSmarts allows you to modify the text in the body of the message.

The confirmation email also includes a copy of the information submitted (this is optional for auto-responder messages) and a QR code. You can scan the QR code with your phone to check in attendees at an event or access the form response on FormSmarts to review its payment status and associated notes, check its authenticity, etc.

Customize the Greeting Line

You can customize the greeting line at the top of the message.

The greeting line may include numbered placeholders like $1 that are replaced by the value of the corresponding input field. For example, if the first field of a form asks the submitter's first name, set the greeting line Dear $1, to greet the person's by first name.

Calendar Invite for Event Registration Forms

When you create an event registration form, please remember to add the details of the event to your form so FormSmarts can include a calendar invite in the email notification.

A calendar invite is an email attachment in a standard format (ICS) that allows the email recipient to easily add the event to their calendar. Invites are supported by Outlook on Windows, Apple mail and Calendar on Mac OS X, and the Gmail (pictured above) and Google Calendar apps on iOS and Android. Feel free to try this demo.

Note: Payment confirmation emails will only support calendar invites from mid-May 2021. We will announce the release on Twitter and Facebook, please follow us for updates.

Reply-To Email Address

You can designate a public email address in the Contact Info section of your account.

If set, we use your public email as the Reply-To address of confirmation emails. This allows recipients to reply directly by clicking the Reply button of their email app.

Public email address changes may take up three hours to propagate to all your forms.

Email Sender Name

The name of the sender is derived from the company or organization name set in your account.

Changes may take up three hours to propagate to all your forms.

Posted on May 3rd, 2021 in form builder.
4 Comments
Tags: confirmation email, e-ticket

Personalize the Payment Confirmation Email

FormSmarts now allows customers¹ to change the text part of the confirmation email we send to form users once their payment has been confirmed, as highlighted below.

If you use FormSmarts for online event registration forms, edit the confirmation message to remind attendees of the date and time of the event, provide information about the venue location, and ask them to print a copy of the message or have it ready for inspection on their phone on the date of the event.

To edit the confirmation message, log in to the form builder and click/tap the pen icon corresponding to the form you would like to edit, then visit the Submit Actions tab.

You can emphasize a section of the text with bold or italics and you may include links and bullet points. The text can be formatted using the buttons provided or with the same Wiki-like syntax you can use elsewhere on your forms.

Use the Preview button to visualize the formatted output of the message.

As always, we value your feedback about this feature.

Note: If you have verified your site and uploaded the logo of your organization to FormSmarts, it will appear at the top of the message.

¹ The confirmation email can only be customized with a Business Plus account or above.

Posted on Sep 22nd, 2017 in payment form.
4 Comments
Tags: confirmation email, e-ticket

Detailed Form Confirmation Page (Summary Page)

FormSmarts supports a number of options to complement the default confirmation page that is displayed when someone submits a form.

You can:

• Redirect form users to your site
• Allow form users to pay a registration fee via PayPal
• Show a detailed confirmation page where users can choose to receive a confirmation email or download a PDF receipt

Detailed Form Confirmation Page

The detailed confirmation page, also called Summary Page, shows a summary of the data submitted and allows form users to:

• Have a confirmation email sent to them
• Download a PDF receipt
• Print a copy of the form data.

Feel free to try this demo.

Use the summary page whenever you want users to be able to keep a copy of the information they’ve submitted or a proof of their submission.

• You can change the text at the top of the confirmation message and in the PDF receipt (not supported with all account types)
• The confirmation email, PDF and printable receipts show a total of any fees/prices on the form (see FormSmarts payment integration syntax) to allow members to create invoices and allow cash payments on-site.

PDF receipts may not display correctly in non Western-European languages (Russian, Chinese,…) unless the language is set explicitly with the lang parameter.

Setup Instructions

Visit the Forms Tab of the form builder and click the icon showing a pen to edit the corresponding form. Towards the bottom of the Form Details screen (pictured above), change the On Submission action to ‘Show summary with print, email & PDF options’.

Posted on Oct 12th, 2010 in form builder.
13 Comments
Tags: business, confirmation email, form submission, form to pdf, paypal form, pdf receipt, pro