This article covers configuring what happens after a user submits a form in legacy Forms Manager, including setting up admin email notifications and respondent confirmation or redirect options.
đź’ˇQuick answers
- Configuring admin notification for form submissions? Add an email address next to Send email to and use the Email Contents checkboxes to choose whether to include full form results or a link to view results in Forms Manager.
- What happens after a respondent clicks Submit? The respondent can see an on-page message or be redirected to a site page or external URL, configured as radio buttons in the Redirect Page section.
- Is a confirmation email required after form submission? Yes, a confirmation email is required if the form processes payments, but otherwise it is optional.
- Can confirmation emails be personalized with form field data? Yes, you can include a custom message and personalize it with any required fields from the form.
- What is a best practice for the post-submission redirect? Create a thank-you page underneath the form page and redirect users there once they finish the form.
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?"Â
Once you have built your form on the Build & Edit tab and configured the Payments tab if necessary, it’s time to decide what happens after a user submits the form.
Step 1: Configure admin notification
When someone completes your form, is there anyone you want to receive an email notification of that fact? If so, add their email address next to “Send email to.” Use the checkboxes next to “Email Contents” to determine the contents of that email, such as whether to include the full form results or a link to view the results in Forms Manager.
Step 2: Configure respondent confirmation
Next, decide what the user will experience after they click the “Submit” button, both on the website and in their email inbox.
After a form is submitted, the user can either be shown a message on the same page, or be taken to a page on the site or an external URL. These options are available as radio buttons in the “Redirect Page” section. A best practice is to make a thank-you page underneath the form page and send users there once they have finished the form.
Refer to Set up a post-submission redirect to learn more about these options and how to configure them.
In addition to the redirect, you also have the option to send the respondent a confirmation email. This email is required if you are processing payments with the form, but otherwise it’s up to you (or you can leave it up to the user). You may want to include a custom message at the beginning of the email, and you even have the option to personalize that message with any of the required fields from the form.
For more information on both admin notifications and respondent confirmation emails, see Enable email notifications.
Comments
Where is this in the new FORMS module?
Hi Tiffany,
Great question! In the new Forms module, notifications and redirects are part of the Submit button settings. This article explains more about it: https://www.finalsitesupport.com/hc/en-us/articles/360049914032-Customize-Submit-options
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