before you dive in
This article is one step from our Master Help Guide: All About Forms. We recommend starting with the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Set up automatic notifications for form submissions
how to set up notifications inside the form settings directly
In form settings, you can set up a basic email notification to send to yourself or your team, every time a form is submitted. You can also set up a simple auto-response to submissions.
click here for the written steps
From the main ivorey menu, go to CRM > Forms > Forms > open the form you want to edit > then click on the [Notifications] tab at the top of your screen
Toggle on Email Notification > enter the email address you want to receive your notifications to in the Email (To)* field > check the box if you want form submissions to be sent as a PDF (leave unchecked to see submission details directly in the email) > and click the [Save] button
(optional) Toggle on Auto Responder, to send an automated email to people who submit a form, so they can review their answers > and click the [Save] button
Click [Save] at the top right corner of the screen, to update the notification settings
(optional) Click [+ Create Workflow] to navigate straight to a new workflow > and follow the steps to create your Form Workflows (or you can return to Master Help Guide on Forms and continue with workflows whenever you’re ready)
next steps
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
frequently asked questions
why does the payment status show as "object object" in form submission notifications?
The Payment Status field may display "[object Object]" in submission notifications, due to a built-in system function. However, payments are still processed and recorded correctly. Currently, there is no option to customise or edit this field. The status will continue to appear as "[object Object]" in the notification, but the actual payment details can be verified in Submissions tab.
need help?
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Walk you through any of the steps
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