Use email handlers, recieve form submission notifications

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Every Eden marketing website's goal should be to get more leads through form submissions, but how are you notified when they come in?

Following up with leads quickly can be the difference between closing them or having them drift into oblivion. By using the email handler feature within the Forms module you can get a instantaneous notification of a form submission in your inbox.

I'm going to show you in 4 easy steps how to properly setup your form and email handler so you can start getting email notifications of form submissions now.

1. Create or edit a form in the Forms Module.  For this example, I'll be starting from scratch by creating a new form. Click on the "Forms" tab at the top of the Eden User Interface. You'll then click the blue "Add New Form" button in the top left hand corner. (Or you can find the form you want to add the email handler to and click the blue "Edit" button next to it.)

Type in the name and description (optional) of the form in the next screen, click submit.  You'll then be taken to the form editing interface.  It should look like this:

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2. Add your form fields, their field labels and their one-word, alphanumeric merge labels to them.  To add the fields, scroll over the blue "Form Fields" button and then drag and drop one of the six field types down into the editing area on the right. You need the merge label on every field in order for the email handler to work.  You'll see why soon.  Make sure you don't use any special characters or spaces! 

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As you can see, I've added 3 fields to this form; two text fields (name & email), and one text area (comments) to this form.  The merge labels are name, email, and comments respectively.

3. Click the blue "+Add Handler" button on the left hand side of the form editing interface. You should see three options appear. Click the green "+" button next to the "Email" option

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4. Fill out the fields appropriately:

  • Sender Address - This is who the email is from when it gets to your inbox.  It doesn't have to be a live email address. You can leave it blank if you want and the email will be from noreply@noreply.com.
  • Target Email Address - This is where you want the actual email sent, whether it's your email or your colleague's. You can have it sent to multiple people if you'd like.  Just separate the emails by a comma.
  • Message Subject - What will appear in the subject line of the email.
  • Message Body - What will appear in the body of the email. As you can see in the screenshot below, I've added the merge labels in the message body surrounded by squiggly brackets ( { } ). What this does is adds the information that's submitted in the form by your prospect directly to the email. This information will change every time the form is submitted. Make sure you match the capitalization and spelling of the original merge label EXACTLY or it will not work!

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5. Save your changes and test it out.  Click the save button and then add your form to any page of your site.  Visit the page that contains the form on the front end and try submitting it like a normal visitor would.  You should then see the email in your (or whoever's email you entered in the target email field's) inbox! 

Call us if you need any more help with this at 1.800.371.5998.

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