ChapterBuilder - How to Send a Test Form Confirmation Email

ChapterBuilder - How to Send a Test Form Confirmation Email

Are you sending a confirmation email to those completing your forms? Want to test it out first to ensure it appears how you want it to? This article can help! 

How to Send a Test Form Confirmation Email 

  • Navigate to the “Forms” tab located on the left-side navigation bar.

  • Locate the form you want to create a confirmation email for and click the three dots to open additional options.

3. Click “Send Preview Email.”

4. A pop-up will appear showing you where it will deliver it. If that is correct, click "Send."

Summary

Are you sending a confirmation email to those completing your forms? Want to test it out first to ensure it appears how you want it to? You can do so by navigating to that form and clicking the three dots that open more options. Then click "Send Preview email." 


    • Related Articles

    • 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. Navigate to the “Forms” tab on the left hand navigation bar. ...
    • ChapterBuilder - Setting up your Form Confirmation Emails

      If you want to send a confirmation email when someone completes one of your forms, follow these steps. Creating a Form Confirmation Email and Enabling it Navigate to the “Forms” tab located on the left-side navigation bar. Locate the form you want to ...
    • ChapterBuilder - Event - Confirmation Email

      When you are creating your event you create an Event Form. This form allows individuals to RSVP for your event. This RSVP can be a yes/no/maybe or it can be signing up for a specific time slot. If the person signs up for a time slot, you may want to ...
    • ChapterBuilder - Form - Confirmation Email Character Limit

      When crafting the confirmation email for your forms (both event and regular) the character limit is 2034 total characters. Any text beyond that will not be accepted and ChapterBuilder will not save the content. Summary When crafting the confirmation ...
    • ChapterBuilder - How to send a bulk email?

      The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once. Sending Bulk Emails: 1. Navigate to the Lead List (click the "Lead List" button on the ...