This article will guide you through the steps on how to set up a notification email to be sent to staff when a waiver/custom form has been completed. The notification will include the content from the email template selected. The notification email does not include the Custom Form content or responses.
Note: This notification email is only sent to club staff (the email entered in step 3). It will not be sent to the client who filled out the waiver.
Step 1. Create the email template that will be used as the notification email.
Navigate to Setup > Communication > Email Templates. Make sure to add the necessary tags to capture the information from the waiver. In the screenshot below, the [firstname] and [lastname] tags are used.
Click HERE to view on article on how to create an email template.
Step 2. Confirm which custom form is being used in the waiver/presentation.
Navigate to Setup > Leads > Presentations. Choose the waiver that will be used to capture the client's information. Click on the step containing the custom form to check which form is being used or to select a different one. Ensure any changes made are saved by clicking the Update button at the bottom of the page.
To learn how to add a custom form to a presentation, click HERE.
Step 3. Set up the custom form to send the notification email.
Navigate to Setup > General > Custom Forms. Locate the custom form being used in the waiver and select the edit pencil. Ensure the following three steps are taken:
- Check the box to, "Send Email When Form is Complete".
- Enter the email address where the notification email should be sent.
- Use the dropdown menu to locate and select the email template you created to be used in the notification email.
To learn how to create a waiver using custom forms, click HERE.
Result:
The notification email set up in this article is shown in the screenshot below.