Define your form’s confirmation options
In this article:
- Form confirmation page
- Confirmation email
- Attach a calendar event to a confirmation email
- Recurring confirmation email
- Internal notification 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 complete.
To set up your confirmation options, select the Confirmation link under your form name. You’ll be taken to a screen that gives you the option to create any of the following:
- A form confirmation page
- A form confirmation email
- For recurring donations, a second form confirmation 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 the user sees once they have submitted your form. This page is customizable and includes merge fields to pull in data from the form submission.
Or, if you prefer, you can send users to a confirmation page on your website. Just select "Redirect to URL?" option shown below to redirect users to an existing page on your website once they have submitted your form.
Confirmation email
You can also send a customizable email as a submission confirmation to users, which offers a content field and merge fields. This allows 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.
NOTE: Setting up your confirmation as a thank-you email to the donor will not mark the donation as acknowledged in LGL. To acknowledge gifts, you can set a default rule in your form mapping to define your preferred acknowledgment template (there is also the option to mark a gift as not needing acknowledgment in LGL).
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 in the text manually. Copying and pasting text from another digital source can lead to errors because it may contain hidden characters. Below is an example of an error that occurred when copying and pasting text from a digital source rather than typing it directly into the Content field:
Sending your confirmation email from your organization's custom domain email address
It is possible to send from any approved email address in Forms as long as the email address is associated with an established custom domain that has been set up to work in your LGL account.
If you have a custom email domain and you'd like to set up your organization's email address to be used in LGL or LGL Forms, send email with this request to support@littlegreenlight.com.
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 confirmation emails that were previously already sent. Keep in mind, a confirmation email is not sent when a transaction is unpaid, for whatever reason. So if the original submission resulted in an unpaid transaction, you cannot re-send the confirmation email because no confirmation was sent previously.
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:
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 as well by navigating in LGL Forms to Admin > Users and then scrolling down to the Approved Email section.
NOTE: Internal notifications will not be sent for recurring donations after the initial donation is made. To receive notification for when a recurring donation is processed, subscribe to the LGL Forms daily digest. To subscribe to the daily digest, within LGL Forms navigate to Donations/Payments > Summary and click the Subscribe button.
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 among the approved team members in your account and to whom by setting a conditional rule on the internal notification email for that team member. To set the conditional rule, check the box for the relevant team member. Then check the "Set conditional rule?" box that appears:
You can then put in a mapping to apply the conditional logic, such as sending a notification 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:
