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Form Notification Emails

Form Notification Emails

Please Note: This article is only applicable to Forms, and does not apply to the Advanced Forms.

When a form is submitted, it will generate an email, based on the design of the form and send this to the visitor who completed the form (only if the form contains an email field). If you attach users to the form, Udo will send a copy of the form to each user attached to the form. (There is also a Blind (BCC) option for this as well). If you want to send a custom email notification message (not based on the design of the form), you can do this by attaching a transaction email either as a Response to send to the visitor or as a separate email that is sent by the visitor to specified email addresses.

Send a copy of the form to an admin

  1. Login to the Udo Admin
  2. Go to the Forms Section
  3. Open the form you want to update
  4. In the Linked Items area, click Add -> Sent To or Sent To (BCC) for blind copy
  5. Select one or more users to send a copy of the form to
  6. Click Go Live when done.

Send the form from a custom email address

  1. Login to the Udo Admin
  2. Go to the Forms Section
  3. Open the form you want to update
  4. In the Linked Items area, click Add -> Send Email from User
  5. Select one user to send the Form from (adding more than one email to send from will not work properly)
  6. Click Go Live when done.

Send a Customised Response Email to the visitor who completed the form

  1. Login to the Udo Admin
  2. Go to the Form Section
  3. Open the form you want to update
  4. In the Linked Items area, click Create -> Response Email to User
  5. This will open a new Transaction Email
  6. Enter a Name for the email (for your reference)
  7. Enter a Subject for the Email
  8. Add a Message body to the email message
  9. Add any form variables to the email message (See: Form Variables)
  10. Click Go Live when done

Send a Customised Email to an Admin or 3rd Party when a form is submitted

  1. Login to the Udo Admin
  2. Go to the form Section
  3. Open the form you want to update
  4. In the Linked Items area, click Create -> Email Sent from User
  5. This will open a new Transaction Email
  6. Enter a Name for the email (for your reference)
  7. Enter a Subject for the Email
  8. Add a Message body to the email message
  9. Add any form variables to the email message (See: Form Variables)
  10. Click Go Live when done
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