Receiving an email notification after a contact submits one of your forms can be useful to quickly take action after the form is submitted. For example, based on the type of form submitted, you could send a notification email to your sales or marketing team for follow-up.

You can achieve this by creating an automation that will automatically send a notification email that you can personalize with the information of the contacts who submitted the form.

Before you start

Create the form for which you want to receive a notification. To learn how to create a form, check our dedicated articles Create a subscription form, Create an unsubscription form, and Create an update profile form. For our example, we've created a subscription form with the following fields ➡️

🛠️ Step 1: Create your automation

Once you're done with your form, you can start creating your automation:

Set up your automation

The first step is to set up your automation:

1. Go to Automations.
2. Click Create an automation.
   
3. Select Custom automation.
   
   
4. Give your automation a name and a description.
5. Enable the Allow your contacts to enter your automation more than once option.
6. Click Create automation.
   

We will now explain which steps to add to your automation.

Build your automation

Now, you can start building your automation by adding the necessary steps:

1. Click Add an entry point.
   
2. Select A contact submits a form.
   
3. Select the form you want to receive a notification for. It can be a subscription form, an unsubscription form, or an update profile form.
   
4. Click OK.
5. Click the + icon below your entry point.
   
6. Select Send a notification.
   
7. Select the Default Notification Template. You can also create a new notification template or use one that you've previously created.
8. Enter the email address of the person who should receive the notification email.
9. Select Use my event data to customize the notification > The event data which triggered the automation to receive personalized information about the contact who submitted the form.
   
10. Click OK.

Once you're done building your automation, click Activate the automation.

🖼️ Step 2: Personalize your notification email template (optional)

What placeholders should I use?

To personalize a notification email template with the form data filled in by your contacts, you need to use a specific placeholder format. The personalization format for a notification template is {{params.contact.ATTRIBUTE}}, where you should replace the word ATTRIBUTE with your own contact attribute.

In our example, we will personalize our notification email template with the contact data we get from our subscription form (first name, last name, and email address). We will use the following placeholders in our email:

• {{params.contact.FIRSTNAME}} for the contact's first name.
• {{params.contact.LASTNAME}} for the contact's last name.
• {{params.contact.EMAIL}} for the contact's email address.

Personalize your notification email template

1. Go to Campaigns > Templates > Email.
2. Select the Default template - Notification Template_# email template or the email template you previously created.
   
3. Go to the Setup step and set up your template just as you would do with any other email.
   
4. Go to the Design step and click Edit the email content.
   
5. Edit your email design and content by dragging and dropping blocks, modifying the text and button, etc. To learn more about designing an email template with the Drag & Drop editor, check our dedicated Drag & Drop Editor series of articles.
6. Insert your placeholders in the format we specified in the above section What placeholders should I use?.
   
7. Once you're done personalizing your email template, save and activate it.

🧪 Step 3: Test your automation

To make sure your automation works well and that the email sent populates with the contact's data, you can test it yourself. We recommend testing this automation with a real test scenario:

1. Submit your form (you can use fake information as it doesn't matter).
2. Check the notification email you receive to see if the placeholders have been replaced with the contact's information.
   
3. Check your transactional logs and automation logs to view more details about the notification email and automation.
   
4. Don't forget to delete the test contact that was created after you submitted the form.

This should provide you with a true sense of how the automation is functioning.

🤔 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.

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