Overview
When a user submits a form, two actions take place; the member sees a confirmation message displayed on the screen following the submission and notifications are emailed to club admins and/or members following the submission.
Confirmations messages are customizable and can be helpful for communicating next steps, or just a simple thank you.
Notifications alert club admins that a form has been successfully submitted. This ensures that admins do not have to constantly check the form entries list to see if new submissions are present. In this article, we will show you how to configure a basic confirmations and email notifications for your forms.
Confirmations
This is a message that displays to the user (member), when a form is completed and submitted. The member will see this message appear on their screen after submitting the form.
To update the default confirmation, or add a new one go to Forms and hover your cursor over the name of the form. Click the Settings tab underneath the form title and select Confirmations from the list on the left-hand side of the screen. You will see a default confirmation. To update it, click Edit.
On the following screen you can create a custom message that will display to members after they submit the form. Once you have finished updating the message, hit the Save Confirmation button and you are all set.
Notifications
This is an email alert that is sent after a form is completed and submitted. A notification can go to anyone (Member, President of the Board, Membership Chair, Social chair). You can have multiple Notifications and thus each notification can contain information specific to the person receiving it. In this example the Voting Form sends an email to the club admins who are counting the votes for the clubs elections.
Edit or Add a Notification
To update the notification, or add a new one go to Forms and hover your cursor over the name of the form. Click the Settings tab underneath the form title and select Notifications from the list on the left-hand side of the screen.
To update the notification routing or message section, click Edit under the name of your notification. Or the Add New button to create a new notification.
Routing the Notification Fields
Name: Give your notification a name that helps to identify the form being submitted.
Event: Select 'Form is submitted' in the dropdown list.
Send To: Typically, form notifications are sent to club admins at the administrative email address submitted to Member Splash during onboarding. We use the shortcode {admin_email} to pull that administrative email into the 'Send To Email' field
From Name: Enter the name you would like the notification email sent from, or select the name from available name fields.
From Email: IMPORTANT This email address should be an email with the same domain as your website. For example, if your web address is https://sunnyday.membersplash.com, then use a [email protected] address here.
If your web address is https://bestswimclubever.com, then you would want to use [email protected] in this field. Using a Google or Yahoo address in this field can cause deliverability issues so you always want the email address to use the domain of your website. More info on Gravity Forms notification troubleshooting here.
Reply To: Enter the email address you would like to be used as the reply to address for the notification email.
BCC: Enter a comma separated list of email addresses you would like to receive a BCC of the notification email.
Subject: Add a subject for your notification email here. You can use the shortcode {form_title} to note the name of the form in the subject.
Message: Using the shortcode {all_fields} will send all of the information the submitter entered into the form with the notification.
