Send an email when someone completes your Formli
How it works
Email Actions enable you to send an email triggered by the completion of a Formli.
Emails are best sent from an email-authenticated domain. For a guide on how to authenticate your domain, see here
Setup Guide
This article assumes that you have already made a Formli. For more information on how to make your first Formli, see here
Step 1 - Open the automations page
- Click
... More - Select
Automations
Step 2 - Create a new action
- Click
+ Add New Event - Select an automation trigger. The default is
Formli Completion, but you can also chooseNew Payment. For this example, we’ll stick withFormli Completion - Click
Save - Click
+ New Action
Step 3 - Fill in the email fields
- Select
Send an emailfrom the drop down. (Send an email is the default selection). - Fill in the "Send To" field with the desired email recipient. To send an email provided by a responder, type the "[" character to open the merge field selector, then select the Formli, block, and email.
- Write an email subject
- Write body text Once again, feel free to merge in responder information by opening the merge field selector by typing "[". You can also paste HTML code and add responder information directly to it.
- Fill in "Sender Name"
- Fill in "Sender Email"
You can include responder information in any field on the "Edit Action" page. Type "[" to open the merge field selector, then select the Formli, Block, and Merge Field that you want to include. More on Merge Fields here
Step 4 - Save your Email
- Click
Save
