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Bit Form email notification

The function of an email autoresponder or email notification is to notify the user that the form has been submitted successfully.

To set up the email notification feature follow the below steps-

  • Go to the Settings option of the builder.
  • Navigate to the “Email Templates” option. Create a template that you want to send as a notification to your user. From the “Email Templates” set the following option –
    1. Template Name
    2. Email subject
    3. Email body – On the email body Admin can fetch the data directly from the form fields.
    4. Smart Tag Fields – Smart Tag Fields in a form are dynamic fields that adapt based on user input or conditions, offering a personalized and interactive experience.
    5. Map All Field With Table – Effortlessly link and synchronize all form fields with corresponding tables, ensuring seamless data integration and management.
    6. Map All Field – Map All Fields streamlines integration by efficiently mapping all relevant fields in one step.
Bit Form - Email Template
  • After creating the Templates for the notification you have to set the conditional logic for when the email notification will be sent to the user. Here, you have to set the action “Email Notification” & also have to specify when this action will run.
Bit Form - Email Template - Conditional Logic

Other fields you have to set are:

➥ Email Notification: You have to select the email template here which you have created earlier

➥ To: Here you have to input the email address where you want to send the email notification. Also, you can select the “Form Fields” to fetch the data directly from the front end.

➥ From Mail: Set the email address from where you want to send mail to recipients.

➥ From Name: Refers to the name displayed to recipients as the sender. It represents the identity or source of the email.

➥ CC & BCC field: Then you have chosen the CC & BCC field if you want to send the notification to multiple email addresses.

➥ Reply To: Set the email address where the user will send the reply message in response to your email notification.

➥ Attachment: You can send an attachment if you have any file upload field on the form.

➥ PDF Attachment Template: A PDF Attachment Template is a pre-designed format or layout used for creating PDF attachments. It serves as a template to structure and present information within a PDF document.

Bit Form - Email Template - Conditional Logic - Setup

Apart from all these fields, the admin can set another value of the fields by setting the form fields from the drop-down menu. Admin can run this action based on Action Behavior – “Always” & “Condition“.

Bit Form - Email Template - Conditional Logic - Field Action

As an example here we have set the value of the Text Field = User for email autoresponder So, while the user will submit any form the input value of the Text Field will be replaced as User for email autoresponder based on the action behavior

At last, you have to configure the SMTP from the App Settings option to make sure that the email will be sent without any spamming. To set the SMTP read the SMTP documentation.

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