Receiving an email notification after a form submission is useful when you want to respond quickly to new leads, support requests, event sign-ups, or any other important interactions. It ensures you or your team are immediately informed and can take timely action without constantly checking your platform.
How does receiving a notification after a contact submits a form work?
When a contact submits a form, you can choose to send an email notification to yourself or to specific recipients. These notifications usually include placeholders that are automatically replaced with the information from the form, so you can quickly view the details and follow up if needed.
Notification template | Notification received |
---|---|
Expand the following accordions to view some examples of scenarios where receiving an email notification when a contact submits a form can be useful:
A sales team wants to be notified immediately when a potential customer fills out a “Request a demo” or “Contact sales” form, so they can follow up quickly.
A support team receives a form submission when a user reports an issue or asks a question. The email alert helps ensure timely response without constantly checking the platform.
For webinars, workshops, or in-person events, organizers want to be notified when someone signs up, especially if the event has limited capacity.
Businesses offering custom pricing can use form notifications to respond promptly when someone requests a quote, improving customer experience.
Agencies or service providers are notified when a new client fills out an onboarding form, helping them quickly prepare next steps.
Create your automation
In this example, we'll create a simple automation that sends a notification to the Sales team when someone submits a "Request a demo" form.
You can adapt this use case to fit your needs, such as selecting a different form, sending the notification to yourself, or adding additional steps to the workflow.
- Go to Automations.
- Click Create an automation.
- Create an automation from scratch using the new editor.
- Click the name of your automation in the top bar to update it.
Step 1/2: Select the form that will trigger the notification
Choose the form that will trigger the notification when submitted. This can be a sign-up, unsubscribe, or profile update form. You can also add filters to limit the automation to contacts who meet specific criteria, so you're not notified for every submission.
In this example, the automation starts when a contact submits the “Request a demo” form on our website. We’ll also add a filter to send the notification only if the contact has indicated they have more than 10 agents, so their request is prioritized.
- From the Triggers tab, drag and drop the Forms - Form submitted step into the canvas.
- Select the form that will trigger the notification.
💡 Good to knowIf you haven't created it yet, you can create your form directly from the Select a form dropdown. If you need help creating a form, check our dedicated articles Create a sign-up form, Create an unsubscribe form, and Create a profile update form. - (Optional) Restrict your automation to contacts who meet specific criteria by applying Contact filters. This gives you more control over which contacts can enter the automation.
- Under Contact filters, click Add filter.
- In the Define contact filters modal, click Add filters and choose the conditions you want to apply to control which contacts can enter the automation.
In this example, we selected Contact details > AGENTS > Is greater than or equal to > 10 so that the form will trigger the notification only if the contact has indicated they have at least 10 agents. - Click Add filters.
- Click Save.
Step 2/2: Send the email notification
If you're using a double opt-in sign-up form, the notification will be sent after the contact clicks the confirmation link in the email, not right after they submit the form.
Now you’ll set up the email notification you'll receive when the form is submitted.
-
From the Actions tab, add the
Messaging - Notify by email step into the canvas.
- In the From dropdown, select the sender of the notification.
-
Under Who do you want to notify?, select the recipients
of the notification. You can choose to notify either:
-
One or more contacts
Select one or more existing contacts in your Brevo account (e.g., sales@example.com).
-
Recipients defined in contact attributes
Select a contact attribute that stores the email address of one or more recipients (e.g., SALES_REP).
-
One or more contacts
- Write the subject line and content of the email notification.
-
(Optional) Personalize the email notification with data collected from
the form submission, such as the subscriber's name or email address.
Use the format{{params.contact.ATTRIBUTE}}
and replaceATTRIBUTE
with the exact name of the field as it appears on the Contact attributes page in your Brevo account (e.g.,{{params.contact.FIRSTNAME}}
or{{params.contact.EMAIL}}
). The personalization variables will then turn into yellow tags.
-
In the What event data to display section, keep the
The email doesn’t have variables option selected.
❗️ ImportantIf you insert other types of personalization variables (e.g., for the form's name or data from another event), you'll need to select another option. To learn more, check our dedicated section in the article Send an email from an automation. - Click Save.
Test your email notification
Verify that your email notification is set up correctly and that it includes the expected contact details.
- In the top bar, click Test.
- From the Contact to test dropdown, select the contact who should receive the test notification.
❗️ ImportantEnsure the test contact has the necessary data filled in their attributes to replace the personalization variables in your email (for example, the contact’s first name must be entered in the FIRSTNAME attribute). Otherwise, these variables will appear as empty spaces in the email. - Click Test messages.
-
Confirm that the email notification status shows Processed. If not, verify that you have saved the Notify by email step correctly.
-
Check the selected contact’s inbox to verify that the contact details are correctly included in the notification.
➡️ To learn more, check our dedicated article Test messages sent from an automation.
Activate your automation
After setting up your automation, activate it to start receiving email notifications.
- In the top bar, click Activate automation.
- Activate the Allow contact re-entry after exit option to receive a notification even when a contact submits the form multiple times.
- Click Activate automation to confirm.
Your automation is now active. You’ll receive an email notification each time a contact who meets your specified criteria submits the selected form.
⏭️ What's next?
- Create a lead scoring model with an automation
- Send automated replies for emails and chat messages in Conversations
- Review the statistics and email report of an automation
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.