Posts Tagged ‘confirmation email’

Automated Form Confirmation Email

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

Toggle on form email confirmation in the Submit Actions tab of the Form Builder

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.

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

ICS iCalendar invite email attachment

When you create a 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.

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.

A confirmation email (e-ticket) is sent upon payment

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.

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:

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.

The form generator allows users to get a PDF or receive an confirmation email

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.

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

Set up form confirmation email

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’.

About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.