ChapterBuilder - How to edit/create a form confirmation email

ChapterBuilder - How to edit/create a form confirmation email

Would you like each person completing your forms to receive a confirmation email notifying them that they were successful? Here are the steps for enabling and creating a confirmation email. 

  1. Navigate to the “Forms” tab on the left hand navigation bar. 

  2. Locate the form you are wanting to work with or create a new form by clicking “+New Form.”

  3. Click on the three dots (options) button on the right hand side of the form you are working with (it is to the right of the “view” button). 

  4. Click “Edit” button (See screenshot below) 

  1. Enable the confirmation email option in the upper right corner under the “Form Option” box. 

  2. Scroll down to the bottom of your form and you will see a “Confirmation area. There you will be able to customize that form to fit your individual needs.

Pro Tip - You can send yourself a test/preview email by navigating back to the form page (where all the forms are listed) and click on the options for the form you want to test (remember options are the three dots on the right hand side next to the view button). There you will see the  “Send preview option.” This will send you a sample confirmation email and will appear in your email inbox shortly after clicking (see screenshot below). 


Summary

You can send yourself a test/preview email by navigating back to the form page (where all the forms are listed) and click on the options for the form you want to test (remember options are the three dots on the right hand side next to the view button).


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