This article explains how to personalize confirmation emails in legacy Forms Manager, including using required fields as placeholders and inserting them with the Personalization button.
💡Quick answers
- How do you personalize a Forms Manager confirmation email? Steps: mark the fields you want to use as required, enable Send Confirmation email and Include a custom message under Notifications and Redirects, then click Personalization to insert field placeholders.
- Why must a field be marked required to use it for personalization? Only fields marked as required on the form can be used as personalization placeholders in the response email.
- Where is the Personalization button located? It appears beneath the Email Subject line in the Email Confirmation settings on the Notifications and Redirects tab.
- What does clicking a field in the Personalization window do? It inserts a placeholder like %[fieldname]% into the custom message, which is replaced with the respondent's actual submitted data when the email is sent.
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 "Which forms module do I have: New Forms or Legacy Forms Manager?"
The email confirmations that site users receive can be set to address the user by name using personalization fields.
First, make sure that the user's name is a required field on the form. Any field that you want to use to personalize the response email must be marked as "required."
Save the form on the "Build and Edit" tab, then open up the "Notifications and Redirects" tab. Scroll down to the Email Confirmation settings.
Select the checkbox labeled "Send Confirmation email to respondent," as well as the checkbox labeled "Include a custom message at the beginning of the email."
The "Personalization" button appears beneath the Email Subject line.
Click the "Personalization" button to bring up a window showing the available fields on your form that can be used to personalize the response email.
Click on a field to add a placeholder to the custom message for this email. It will appear in the custom message content area as “%[fieldname]%.”
Whenever a form response is sent out, the system will replace that placeholder with the data in the corresponding field in that form response.
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