How to set up Email Notifications

Published in Convert Forms
Updated 29 Nov, 2019

Would you like to send an e-mail whenever a user submits one of your forms? Convert Forms makes it super easy to set up email notifications that get emailed as soon as a user submits a form on your site. Let's see how you can make that happen.

Setup an Email Notification

To setup an Email Notification, create new form and edit an existing one and go to Behavior » Email Notifications where you can manage all form email notifications. The very first thing you will need to do is to turn the Send email notifications when users submit a form option on. Then, click Add Email Notification as shown in the picture below.

convert forms add email notification

There are several fields you’ll need to fill out when setting up a form email, and we’ll go into more detail for each below.

Send to Email Address

This field is where we add the email of the notification's recipients. It can be one email address or a comma separated email addresses.

By default the Send To Email Address will be set to the {site.email} Smart Tag, which pulls the administrator email from your Joomla configuration settings. However, you can replace this or add additional emails if you'd like.

convert forms email notification sender

If adding more than one email address, just be sure to place a comma in between each email.

To learn how to send an automatic email to the person who has filled out the form read the Email the Person Who Filled Out the Form section.

Email Subject

This field is where we type the subject of the email notification. There aren't any restrictions on what you write here. You can also choose to mix in a Smart Tag like we did in the example. The Smart Tag {submission.id} represents the unique ID of the submission.

convert forms email notification subject

From Name

This field is where we fill in the name of the sender. By default, your forms will set the From Name to the {site.name} Smart Tag which pulls the Site's Name from your Joomla configuration settings.

convert forms email notification from name

If you'd like to change this to the name of the person filled the form, you will need to use the respective field-based Smart Tag.

convert forms email notification from name smart tags

From Email

This field is where we type the email of the sender. By default, your forms will set the From Email to the {site.email} Smart Tag which pulls the administrator email from your Joomla configuration settings.

If you have configured your Joomla website to send emails through an authenticated SMTP, it is recommended in many cases to use the email with which you authenticate.

Reply-To Email

If your recipient clicks “reply” from this email message, most email clients will automatically send the reply to the email address specified here instead of the “FROM ADDRESS.

This option serves the purpose of being the default reply email address when a user clicks the Reply button in their email program or webmail. It may be useful to set this to a Smart Tag that pulls the user's email from the submission.

There can only be one Reply-To email address and if it's left empty, it will default to the From Email.

Reply-To Name

This is where you define the Name that will be used in conjunction with the Reply-To Email option. If it's left empty, the Reply-To Name will default to the From Name.

Message

Here, you can create the body of your email.

By default, the Message will contain the {all_fields} Smart Tag, which displays all user-entered fields plus hidden fields and their labels.

convert forms administrator email notification

If instead of every field on the form, you only want specific fields to appear, click to open the Smart Tags Box and select your fields from the list.

convert forms administrator email notification

If you’d like to customize the notification content further, you can add additional text, Smart Tags, and even HTML or inline CSS to this Message field.

Attachments

In this option, you can define files that are going to be included as attachments to the email notification. This option accepts only local paths relative to the root of your webspace. To define multiple files, separate by a comma.

convert forms email notification attachment

In case, you have setup a File Upload field in your form and you want to include as attachments the files uploaded by the person who filled the form, check the Including File Attachments to Emails section below.

Multiple Email Notifications

Convert Forms makes it easy to create additional and more customized email notifications for a form. To add an additional notification email, make sure you’re still on Behavior » Email Notifications. Then, click the Add Email Notification button.

convert forms administrator email notification

To be able to add multiple email notifications you will need to have the Convert Forms Pro version installed.

Email the Person Who Filled Out the Form

Sending an email to the user who submitted the form is a great way to quickly acknowledge that you've received their entry.

To set this up, edit your form builder and go to Behavior » Email Notifications. Click Add Email Notification to setup a new email or edit an existing one. Then, click on the icon at the right side of the Send To Email Address field.

This link will open a list of all available Smart Tags. Click on Fields and then select the respective Smart Tag that represents the email address field as shown in the picture below.

convert forms email notification submitter email as receiver

When the email is sent, this Smart Tag will automatically pull the email that the user entered into the form.

Send Email based on drop down selection

Sending an email based on a dropdown field value is really simple with the use of a Smart Tag just like we did in the Email the Person Who Filled Out the Form guide.

First, we need to add a dropdown field to the form. Then, in the Choices section of the dropdown settings, we need to configure the dropdown labels and their respective values which will represent the email addresses. In the example below, we've created a dropdown with the name 'departments' with 3 options.

convertforms-email-dropdown

Once we are done with the dropdown configuration, go to Behavior » Email Notifications. Click Add Notification or edit an existing one. Then, click on the icon at the right side of the Send To Email Address field to open the Smart Tags selection box. Click on Fields to show field-based Smart Tags only and select the Department Smart Tag we created in the previous step.

convertforms-smart-tag-dropdown

You're done! Now every time a user selects Paris Department or Berlin Department the email notification will be sent to paris@mail.com and berlin@mail.com email address respectively.

Including File Attachments to Emails

There are cases where you've configured your form with a File Upload field and you'd like to include the files uploaded by the user as attachments to the email notifications.

To do so, click on the icon at the right sider of the Attachments option. When the Smart Tags Box opens, click on Fields at the left side and then select the Smart Tag that represents the File Upload field.

convert forms email notification file attachments

Troubleshooting Email Notifications

Are you seeing issues with delivery of your form's notification emails? There are many factors that can contribute to email deliverability, but in most cases the solution is to adjust notification settings or set up an SMTP. To troubleshoot notification emails in Convert Forms visit the Troubleshooting Form Notification Emails guide.