Posts Tagged ‘confirmation email’
FormSmarts autoresponder allows you to send an automatic email confirmation when someone submits one of your forms.
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.
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.
Confirmation Email On Request On the Summary Page of a Form
The Summary Page option (Show summary with print, email & PDF options in the On Submission drop-down list) allows users to choose whether they want to request an email confirmation or download a PDF receipt.
Edit the Email Message
No matter what types of confirmation emails (autoresponder, payment confirmation or opt-in email confirmation), you can modify the text at the top of the message.
The confirmation email also includes a copy of the information submitted (this is optional for autoresponder 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 it’s authenticity, etc.
Calendar Invite for Event Registration Forms
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.
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.
FormSmarts supports a number of options to complement the default confirmation page that is displayed when someone submits a form.
- 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.
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’.