Define your form’s confirmation options
In this article:
- Form confirmation page
- Confirmation email
- Recurring confirmation email
- Internal notification email
- Attach a calendar event to an email
Once you have saved your form, you can configure the experience your users will have when they complete and submit it to confirm the process is done.
When you choose to save your form and set up your confirmation options, you’ll be taken to a screen that gives you the option to create any of the following:
- A form confirmation page
- A confirmation email
- For recurring donations, a second email to be sent each time a recurring payment is processed
- A notification email for internal tracking purposes
Form confirmation page
The user sees the form confirmation page after they complete and submit your form. This live page is hosted by LGL forms and will be what users see once they have submitted your form.
Or, if you prefer, you can send users to a confirmation page on your website. Just change the option shown below to “Redirect to URL?” to redirect users to an existing page on your website once they have submitted your form.
You can also send a customizable email as a submission confirmation to users, which offers a content field and mail merge, allowing you to create a receipt, a thank you letter, or some other type of confirmation and summary of what the user completed during the submission process.
Confirmation emails are not active by default. You can activate them by checking the Send confirmation email checkbox.
Adding your confirmation email text
When you add text to the Content field for your email, please be sure you type the text in manually. Copying and pasting text from another digital source can lead to an error, such as the one shown here:
Re-sending confirmation email
If a donor asks you to re-send the confirmation email, you can do that for the individual from the submission list for the specific form they submitted:
You can only re-send confirmations that were sent in the first place, so if the original submission resulted in an unpaid transaction, you cannot re-send the confirmation because no confirmation was sent in the first place.
Recurring confirmation email
You can also send a customizable email as a recurring payment confirmation to users. This email has access to all the same submission information that the original confirmation email has, but it is sent each time the recurring payment is processed (and should be worded accordingly).
Recurring confirmation emails are not active by default. You can activate them by checking the Send recurring confirmation email checkbox.
Internal notification email
The internal notification email is used to notify you whenever a user submits data or makes a payment using your form. Any "approved" email can be used as the "reply to" address in form submission confirmation messages and can be added to Internal Notifications. All users will be on this list, but you can add additional emails for non-users here as well.
You can also select the content that goes into the email. By default, a full submission summary is included:
As with the other email notifications, these emails can be turned on or off:
Control when an internal notification email is sent to one or more of your team members
You also have the option to determine when an internal notification email will be sent and to whom among the approved team members in your account by setting a conditional rule on the internal notification email for that team member:
You can then put in a mapping to apply the conditional logic, such as sending a notification to Chris Bicknell only when the payment total in the form submission is over $100:
Once you have selected the conditional logic and added the mapping for it, please be sure to save your change before exiting the page:
Attach a calendar event to a confirmation email
When you set up either a one-time or recurring confirmation email, you also have the option to attach a calendar invite to that email. To do this, navigate to your form's confirmation options and click the Attach calendar event button:
Your email confirmation recipient/s will receive an email that looks something like this: