Customize Submit options

What happens when you click the submit button is the most important part of your form. In the Forms module, you can set what happens when a form is submitted using the element settings for the Submit button. This article outlines those options, including submission options and notification emails.

submitbuttonsettings.png

Button appearance

To change what the button says, edit the “Button Label” field, and change the “Button Alignment” to left, center, or right.

Submission Options

Submission options determine the behavior the user sees after they submit the form. Select the radio button for either a Thank You Message or a Thank You Page. 

The Thank You Message is a plain-text message in your site’s heading 3 style that appears in place of the form. (If the user wants to fill out the form again, it will be necessary to reload the page.) 

The Thank You Page can be any page in Composer you select from the page picker. As a best practice, it should include your thanks for submitting the form and an email address to direct any questions. You may want to create a generic page that you use for this purpose on all forms (or any forms that do not require specific follow-up steps).

Notification Emails

Notification emails may be sent to both the person who submitted the form and any admins who need to act on or be aware of the data that was just received.

Send to Admins

Toggle “Send to Admins” to activate admin notifications. Enter an email address in the “Recipient” field, and click the “+” icon to add additional recipients. Delete a recipient using the trashcan icon next to their email address.

Compose a custom message to the admin in the text element. Select the checkbox below the recipients field(s) if you want to include full submission details in the notification email. This setting, as well as the message, cannot be customized per recipient. If the recipient is an admin with access to the form in Forms, they will also see a button to view the submission in the module.

In some cases, you may want to send a notification to an admin only if the form has been filled out in a certain way. If so, add the recipient as normal, then click the star icon next to their email address. This will allow you to set conditional rules, either date-based and/or field-based, to determine when to trigger a notification to that admin. For more information about setting up conditional rules, please refer to our article Create conditional form fields

Send to Submitter

Toggle “Send to Submitter” to have the user receive a message when they have successfully submitted a form. This is a best practice so that the user has confirmation that their submission went through, as well as a “paper” trail in case they need to refer back to their submission for any reason.

To send the submitter email, your form must have at least one Email Address field on it. After you add this field to your form and save the form, you may select this field from the dropdown as the email address to use for the notification. 

Select a Reply-To address to receive replies from this confirmation. These addresses are managed in Messages. Go to Messages > Settings > Reply-To Addresses to add/remove email addresses.

As with the admin notification, a custom message can be composed to the recipient. Select the “Include submission details” checkbox to have the user’s responses included in the email.

Customize email template

To change the look of the email that gets sent to admins and submitters, you can customize the template in Messages. Go to Messages > Templates > System > Transaction Template to swap out the default Finalsite logo for your organization’s logo and change the background color of the header to a complementary color. Note that this template will be used for all form results emails, in any domain, so it is best to keep the logo as general as possible.

Note: If you do not have Messages enabled, please contact Support for assistance.

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Comments

2 comments
  • Previous Forms Manager allowed us to insert an Image in the Submitter Email Confirmation (ie, for likes of Giving, a photo of students holding a Thank You sign).

    Is this possible? I currently don't see in Advanced Setting a place to insert Photo

    Thank you

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  • Hi Gary,
    Great question! We're still evaluating this feature for inclusion in the new Forms module. Because Forms operates on a different mail system than Forms Manager did, we have to be careful about what HTML we allow to be inserted in these messages. If you want to let our Product team know how important this feature is to you, I encourage you to post about it on www.finalsiteideas.com - other users may want to vote for the idea, as well.

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