Add an Email Submission Event to a Form

Submission events run when the user clicks the submit button after completing a form. This article walks through how to add a submission event to a form using the Email event type. Learn more about Submission Events.

Instructions

1. Sign in to your site

2. Navigate to Forms and select a form

3. Click the Workflow tab

4. Select Submission Events and click Add Submission Event

5. Select Email as the Event Type

6. Add the Email Addresses by typing them into the field and hitting Enter. You can include multiple email addresses and can also choose to CC or BCC email recipients.

   Note:

   Learn how to use Submission Data Injection to send an email to the user who submitted the form.

7. Complete the remaining Submission Event fields, as needed

   Note:

   Several fields allow form element or submission data injection. Select the plus sign next to the field for available values.

   • Label: Add an optional label to the submission event

   • Email Subject Line: Enter the desired subject line of the email

   • Run Conditionally: Set conditional parameters for the submission event

   • Advanced

     • Email Configuration

       • Exclude Attachments: This allows you to remove attachments from the email that may not be relevant to this recipient

       • Use email template: Toggle on to select an existing email template from the drop-down menu

       • Include custom attachments: Add a custom URL or Hosted API to the submission event

     • PDF Configuration

       • PDF File Name: Enter the desired name for the PDF attachment

       • Exclude Elements: This allows you to remove elements from the PDF that may not be relevant to this recipient

       • Display submission ID: Turning this on will ensure the submission ID is added as a footer to each page of the PDF

       • Display external ID: Include the External ID/Receipt ID in the footer of the PDF

       • Include payment details: Toggle on to add a page break after the form content and include the payment receipt information

       • Include calendar booking details in PDF: If you have added a calendar booking event to the form, you can toggle on the option to include the information in the PDF

       • Page break on form pages: Turning this on will create a page break in the PDF that reflects the page breaks in the form itself

       • PDF Page Size: Select A4 or US Letter as the PDF size

       • Custom PDF: If you have added a custom PDF to your form, you will see a Custom tab where you can select a custom PDF from the drop-down.
         

     • Add PDF: If needed, add additional PDF configurations to the submission event

8. Click Save