Insites Docs Instance FormsForm BuilderEmail Notifications

Email Notifications

Last updated on August 25, 2024.

You can use this tab to set up the email notifications for the form you are creating. You can configure the following types of email notifications:

  • Autoresponder Emails
  • Workflow Emails

Autoresponder Emails

The autoresponder email notification is a feature that enables you to build automated email replies when a user submits a form. Common examples where autoresponder emails may come in handy are confirmation emails for users submitting a contact form or signing up for a subscription.

To configure autoresponder emails:

  1. Navigate to the 'Email Notifications' tab.
  2. Select the 'Autoresponder' tab.
  3. Toggle Autoresponder Email to 'Enabled.'
  4. Fill out the form.
Input LabelTypeRequiredDescription
Email Layout Dropdown Field No The email layout used by the autoresponder.
From Name Input Field Yes The name of the email sender.
From Email Input Field Yes The email address of the email sender.
Subject Input Field Yes The subject of the email.
To Input Field Yes The email address to which the autoresponder email is sent. You may provide multiple email addresses, separated by commas.
Reply To Input Field Yes The email address in the 'Reply To' field.
CC Input Field No The email address to which the autoresponder sends a carbon copy email. You may provide multiple email addresses, separated by commas.
BCC Input Field No The email address to which the autoresponder sends a blind carbon copy email. You may provide multiple email addresses, separated by commas.
Content Code Editor Yes The content of the autoresponder email.

Workflow Emails

The workflow email notification feature enables you to send automated emails to administrators whenever a user submits a form. These emails can help administrators filter and prioritize specific form submissions, leading to a better customer experience and improved allocation of organizational resources.

To configure workflow emails:

  1. Navigate to the 'Email Notifications' tab.
  2. Select the 'Workflow' tab.
  3. Toggle Workflow Email to 'Enabled.'
  4. Fill out the form.
Input LabelTypeRequiredDescription
From Name Input Field Yes The name of the email sender.
From Email Input Field Yes The email address of the email sender.
Subject Input Field Yes The subject of the email.
To Input Field Yes The email address to which the workflow email is sent.You may provide multiple email addresses, separated by commas.
Reply To Input Field Yes The email address in the 'Reply To' field.
CC Input Field No The email address to which the workflow email feature sends a carbon copy email. You may provide multiple email addresses, separated by commas.
BCC Input Field No The email address to which the workflow email feature sends a blind carbon copy email. You may provide multiple email addresses, separated by commas.
Content Code Editor Yes The content of the workflow email.
Important

Use dynamic content in your automated emails to maximize the autoresponder and workflow email features. Please refer to the next section to learn more.

Dynamic Content

Using dynamic content greatly enhances personalization, leading to a much better overall user experience and customer satisfaction.

For the sake of an example, let's compare two confirmation emails sent to a user inquiring about a product:

With dynamic content:

'Hi, we've received your inquiry for the product and one of our team members will be in touch shortly.'

Without dynamic content:

'Hi, , we've received your inquiry for the and one of our team members will be in touch shortly.'

Note the need for more personalization and detail about the product in the first example. Now compare it with the second, where the user's name was mentioned, along with details of the product they were inquiring about.

To create dynamic, personalized autoresponder and workflow emails on Insites, you may utilize the Toolbox on the right-hand side of the page when you open the 'Email Notifications' tab. The Toolbox lists all the fields from the database and makes them available as dynamic variables in your emails. The steps for using dynamic content on your autoresponder and workflow emails are as follows:

  1. Navigate to the 'Email Notifications' tab.
  2. Enable Autoresponder or Workflow emails.
  3. On the Toolbox, find the field you want to use and click the field to copy it to your clipboard.
  4. Paste the field in the desired location, noting you can use it in the subject or body content of the email.
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