--- title: "Add an Email Submission Event to a Form" slug: "add-an-email-submission-event-to-a-form" description: "Learn how to add submission events to forms using Email + PDF or Email types, including email configurations and PDF settings for effective communication." updated: 2026-08-04T18:52:05Z published: 2026-08-04T18:52:05Z canonical: "www.civicplus.help/add-an-email-submission-event-to-a-form" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # 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](/process-automation/docs/workflow-guide). ## Instructions [Embedded content](https://www.iorad.com/player/2003608/CivicOptimize--How-to-Add-an-Email-Submission-Event-to-a-Form-Practice-Tutorial) 1. [Sign in to your site](/process-automation/docs/sign-in-to-your-site) 2. Navigate to **Forms** and select a form ![The Forms tab in the left navigation menu with a form selected on the page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Select Form - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) 3. Click the **Workflow** tab![The Workflow tab on the form builder screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Workflow Tab - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) 4. Select **Submission Events** and click **Add Submission Event**![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Workflow, Add Submission Event - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) 5. Select **Email** as the Event Type ![Dropdown menu displaying event types with 'Email' option highlighted for selection.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Event%20Type%20Email%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) 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. ![Email configuration form showing fields for email addresses and subject line.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Addresses%20on%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) > [!WARNING] > **Note**: > > Learn how to [use Submission Data Injection](/process-automation/docs/workflow-guide#Submission_Data) to send an email to the user who submitted the form. 7. Complete the remaining Submission Event fields, as needed ![Email event type fields.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Email%20Event%20Fields%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) > [!WARNING] > **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](/process-automation/docs/conditional-logic) 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](/process-automation/docs/email-templates) 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](/process-automation/docs/receipt-generation) in the footer of the PDF - **Include payment details:** If you have [added a payment event to the form](/process-automation/docs/add-a-payment-event-to-a-form), 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](/process-automation/docs/add-a-calendar-booking-event-to-a-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 - **Append PDF file attachments:** Toggle on to combine the submission PDF with all of the attachments for the submission into one file. - **PDF Page Size:** Select A4 or US Letter as the PDF size - **Custom PDF:** If you have [added a custom PDF to your form](/process-automation/docs/custom-pdfs), you will see a **Custom** tab where you can select a custom PDF from the drop-down. ![Custom tab under PDF Configuration with the option to select a custom PDF and allow resulting filled fields on the PDF to be edited.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Custom%20PDF%20on%20Email%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D) - **Add PDF:** If needed, add additional PDF configurations to the submission event 8. Click **Save![](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save Workflow - PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T17%3A49%3A49Z&se=2026-11-12T18%3A49%3A49Z&sr=c&sp=r&sig=Tp0NVyrglNTLzv2GRUj%2Bc9RRM%2Fxk4b%2FKJyfqInKOG28%3D)** Carbon Copy. Blind Carbon Copy. Uniform Resource Locator Application Programming Interface. A set of rules that allows programmers to develop software for a particular operating system without having to be completely familiar with that operating system. Portable Document Format. Identification or Identifier. United States of America. All customers, prospects, or teams that are located in the United States.