Tutorial: Email Submission Receipts

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    You can setup FormsCentral to automatically send a form filler an email receipt after they have filled out and successfully submitted their web or PDF form. Here are some reasons why you might want to use submission receipts:

    • Provides confirmation to the respondent that they entered their data correctly and that their response was successfully received by the service
    • Is proof that the respondent actually filled out the form and what data they entered
    • Allows the respondent to print out or archive their form submission
    • Allows you to communicate additional information to the form filler (e.g. conference location, contact phone number, salesman will be following up with you)

     

    Before enabling the submission receipt feature you need to make sure that you have a field on the form to collect the respondent's email address - this is the address the submission receipt will be sent. You can add an Email field by going to the Design tab, inserting a Text field, and changing its properties to Email. We also recommend you make the field required so the receipt can always be sent.

    Submission Receipts - add email field.PNG

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    You can enable this feature by going to the Options tab, selecting the Submission Receipt option and then checking the "Send a receipt to the submitter on submission" check box

    Note: This feature is only available with a paid (Basic or Plus) account.

    Submission Receipts.PNG

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    • To: Select the email field from the Design tab that will be collecting the respondent's email. The  receipt will be sent to this entered address.
    • From: Select the email address that you want to show in the From field of the sent email. If a respondent replies to the email receipt it will be sent to this address.The drop down is populated with the email addresses of everyone you have shared the form and that have verified their email address. This FAQ explains how to share your form file with others: http://forums.adobe.com/docs/DOC-2462. Note: If you have shared a form file with someone but their address doesn't appear in the drop down then they haven't verified their email address. They need to sign in to their FormsCentral account and follow the prompts to verify their email address. Once they do this their email address will appear in the drop down.
    • Subject: Customize the email's subject text.
    • Message: Customize the email's body text. The main toolbar provides some basic text formatting options. Note: Images are not supported in the message
    • Include submitted data check box: If this is checked then all of the field labels and submitted responses will be included at the bottom of the email receipt.
    • Include empty fields check box: If this is checked then the submitted data shown in the receipt will include fields that didn't have a response filled in - only the label will be shown with a dash "-" for the response value.

     

    Here is an example of what the submission receipt looks like when the respondent opens the email. This email will contain no FormsCentral branding.

    Submission Receipts - yahoo email.PNG

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