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Form Actions and Notifications

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By default each form on your website (i.e general contact, make a payment, etc.) has four form actions. They are:

  1. Save submission to the message center 
  2. Send a notification email message 
  3. Send a response email message 
  4. Display a response message page 

These actions take place in this order every time an end-user submits the form. The process of updating these actions and/or messages is the same for all forms, whether on the public site or inside a portal.

In the Springboard, click My Website and Website Content and navigate to the page (either on your public website or in portals) containing the form you want to modify. The Form Header/Settings  contains the Form Actions. This screen shot shows the default descriptions that display here; you can modify them. Each of the items has an Edit button that gets you right to the details of that action or notification. Note: Click the gear icon to the far right and choose Edit Form Settings to update the Form Title, activate a Message Tracking Number and Payment Gateway.   

form header/settings

Save submission to the message center.

This action saves a copy of the information and any files submitted through the form to your message center. The Action Description and what information to use in the Title field and From field can be set here. The setting for the Title is generally ok if left to Default, which is the title of the form. The From field's default Identify user from profile if possible will display the email address of the user if they are logged in with a user account. If most of your website users will not be logged in, the From column will be blank. Update this to email address or another form field that would be more useful to see in the Message Center.

Send a notification email message. 

This action sends a notification e-mail message to the e-mail address you designate to alert you that a form has been submitted from your website.

  • Click Edit to update.
  • Action Description: It only displays here, so feel free to update it to be as descriptive as you’d like.
  • Email Subject: Subject line of the email message. TIP: Updating this is especially helpful with portals or if you have similar forms. It will allow you to clearly see in your email Inbox the name of the website user/customer who submitted a form and what form. For each of the forms used in portals you might modify the email subject to include the name of the portal (ie: XYZ Corp File Transfer,  order from XYZ Corp, etc).
  • Message: The paragraph of text that appears at the top of the e-mail message.
  • Select the form fields that will be displayed in the message: Here you see the list of fields on this form. Click on items in the Selectable list to move those items to the Selected list. (Only selected items appear in the email notification message.) All information entered into the form will appear in the Message Center. The default setting is that all fields are set to display in the email. If the website user skips a field, the field will not show in the email.
  • Sender Email Address: The email address that the message is sent from. Our recommended setting is an email address at your domain.
    • The default setting for the sender of the notification is your Site Default. We recommend either your Site Default or Verified Domain Address.
    • Form Field is Not Recommended  because email servers such as AOL and Yahoo, will not allow messages through their system that do not originate from the IP address that the domain is registered to. For more information on this, see Email policy updates affecting AOL and Yahoo! users. To send the message from a general address, such as website@yourdomain.com, choose Verified Domain Address and type the address into the field.
    • If you set messages to be sent from an unverified domain, the message will be sent from a no-reply@... address that we have verified.
    • Read more: What does Domain Verified mean?
  • Recipient Email Address: The email address(es) that should receive this message. Your options:
    • The default setting is that no checkbox is selected, which means the message will be sent to the Site Default (this is the email address displaying in the website's footer, which is managed in My Website > Website Settings > Locations & Hours). --or--
    • If you want the message to be sent to an email address other than your website's default, choose to Specify Recipient Email Address(es) and enter that e-mail address into the field. Click Add Row to enter more addresses to receive a copy.
  • Subject Field: This  list shows all of the form fields. Select a field to have the data that's typed into it display in the email Subject line. This is frequently used in Online Proofing email messages, to show the Project Title in the subject line.
  • Attributes:
    • Include the file download link (if applicable): Check this box to make the file download link appear in the email message. Uncheck the box to exclude the download link from the email message. You'll be able to download the file from the Message Center whether or not the box is checked.
    • Display message tracking number on response (if applicable): Check this box to show the message tracking number in the email if you have one turned on for the form.
  • Click Save & Close.

Send a response email message.

This action sends a response email to your website user to confirm the completed form submission and to give them any additional information. Note: This only works if you have an email form field as part of the form and the end user enters a valid email address into that field.

  • Click Edit to update.
  • Action Description: The text that displays on the form page in the Springboard.
  • Email Subject: Subject line of the email message.
  • Message: The paragraph of text that appears at the top of the email message.
  • Include Form Field Data: Here you see the list of fields on this form. Click on items in the Selectable list to move those items to the Selected list. (Only selected items appear in the email response message). The default setting is that all fields are set to display in the email. If the website visitor skips a field, the field will not show in the email.
  • Sender Email Address: The email address that the message is sent from. Our recommended setting is an email address at your domain.
    • The default setting for the sender of the notification is your Site Default. We recommend either your Site Default or Verified Domain Address.
    • Form Field is Not Recommended  because email servers such as AOL and Yahoo, will not allow messages through their system that do not originate from the IP address that the domain is registered to. For more information on this, see Email policy updates affecting AOL and Yahoo! users. To send the message from a general address, such as website@yourdomain.com, choose Verified Domain Address and type the address into the field.
    • If you set messages to be sent from an unverified domain, the message will be sent from a no-reply@... address that we have verified.
    • Read more: What does Domain Verified mean?
  • Recipient Email Address: The email address(es) that should receive this message. For the Response email message, our recommended setting is to choose Specify Recipient Email Address(es) and Select the Email Form Field your website user completes with their email address. Click on the Email form field in Selectable Items to move it to Selected items. NOTE: If you have more than one Email field, each of those fields will appear as an Email Form Field to select. To receive a copy at another address in addition to the email in the Email form field, enter it in manually below in Enter Email Address(es)
  • Subject Field: This  list shows all of the form fields. Select a field to have the data that's typed into it display in the Subject line of the email. Select the form field you'd like to see in the subject.
  • Attributes:
    • Include the file download link (if applicable). Check this box to make the file download link appear in the email message. We recommend the box be unchecked for the Response email, to exclude the download link from the email message.
    • Display message tracking number on response (if applicable). Check this box to show the message tracking number in the email if you have one turned on for the form.
  • Click Save & Close.

Display a response message page.

This action either displays a confirmation message or redirects the user to another page after successful submission of the form. This page can display information or redirect website users to another webpage.

  • Action Description: The text that displays on the form page in the Springboard.
  • Select Response Type: There are two options here to choose from.
    • Display a Response Message: This is the default setting and displays a  message to the website visitor after successful submission of the form.
      • Message: The text you would like the customer to see after form submission.
      • Select the form fields that will be displayed in the message: Here you see the list of fields on this form. Click on items in the Selectable list to move those items to the Selected list. (Only selected items appear on the response page). By default, none of the items are selected.
      • Attributes: Include the file download link (if applicable): Check this box to make the file download link appear on the response page. We recommend the box be unchecked for the response page, to exclude the download link from the webpage. Display message tracking number on response (if applicable): Check this box to show the message tracking number in the message if you have one turned on for the form.
    • Redirect to a Response Page: This will automatically take the website visitor to another page on your website after successful form submission.
      • Select a Page: Select the page redirect the website visitor to.
  • Click Save & Close.