Enable emails to be sent in legacy Forms Manager

This article refers to our legacy product, Forms Manager. For the best Finalsite experience, we recommend using our newest product, Forms, which is already available to you in your modules list. To learn more, please review our New Forms FAQ.

The Notifications & Redirects tab of a form in Forms Manager allows you to manage what happens after a user has submitted their form, including any email notification you or they receive and what page they land on. This article discusses the emails that can be configured. For more information on setting up redirects, see Set up a post-submission redirect.

Notifications for form submissions can be set up so that you and/or other admins can receive an email when a form is submitted. Confirmation emails are also available for the person filling out the form.

Admin notification emails

In the Admin Notification Email section, click "+ Add" to add an email address to receive the notifications. Enter the address in the box that pops up and click the green checkmark to save. Click the "X" to cancel. Add any additional addresses in the same manner.

To delete an address, uncheck the checkbox to the left of it, and save the settings at the bottom of the page. Or, use the trashcan icon that appears when you hover over the address.

Below the addresses are a few options for configuring the contents of this email.

• Include form name and date of submission: This includes the name and date in the body of the email. The form name will still be included in the subject line if this option is not enabled.

• Include full results of the form submission: The full results will be included, except for credit card numbers and attached files. There will be a link to log in and download attached files, for security purposes.

• Include a link to view results: This link will prompt the recipient to log in and access the results in Forms Manager.

• Include a custom message at the beginning of the email: This checkbox will enable a text editor, which you can use to compose a message to include in the notification. Personalization fields and the full HTML content editor are available.

• Include Submission ID in the subject of the email: This checkbox will include the submission ID in the subject line; this will not be included in the email otherwise.

Submitter confirmation emails

The next section, "Respondent Confirmation," contains settings for the email sent to the person who filled out the form. This section controls the email that the submitter will receive, with the following options.

• Send confirmation email to respondent: This setting will add a field to the bottom of the form, allowing the user to add an email address where they will receive the confirmation email.

• Make this a required field: This checkbox refers to the one above. You can require the user to enter an email address and receive a confirmation message. These two settings are always enabled for payment forms.

• Include the full results of the form submission: If this is enabled, the user will receive a copy of their submission data in the email.

• Include a custom message at the beginning of the email: You can choose to add a message to the start of the email. Personalization fields and the full HTML content editor are available.

Payment Forms and Notifications

By default, payment-enabled forms will send two separate emails: one when a form is submitted (before payment) and one when payment has been completed successfully. This setting can be reconfigured to send one combined email at the end of the process.

In the Payment tab of the form, there are settings for Admin Invoice Emails and Respondent Invoice Emails. When these buttons are set to the "Combine" option, a single email will be sent when payment has been completed.