Notifications - Our-Hometown

Form Confirmations

Our Hometown, Inc. — Fri, 04 May 2018 16:55:13 +0000

The Confirmation page allows you to set the confirmation to active, or inactive, edit, duplicate, and even delete confirmations.

Confirmation Quick Toolbar

Each confirmation item has an confirmation toolbar that displays when you hover over the first cell of an confirmation row. This quick toolbar will allow you to edit the confirmation, duplicate the confirmation, delete the confirmation, or even set the confirmation to “active” or “inactive”.

Confirmation Actions

The following confirmation actions are available per entry in the Confirmation Quick Toolbar. The active and inactive switch is available to the left of each confirmation item.

Edit
Edit allows to make any modifications to your confirmations.
Duplicate
Duplicate will make a copy of that entire confirmation.
Active/Inactive
Active sets the current confirmation to use. Inactive means the confirmation is there but it is not currently in use.
Delete
Deleting a confirmation permanently removes the confirmation, and cannot be undone.

Confirmation Columns

Name
This is the name your of your confirmation
Type
There are multiple types of confirmations. The text confirmation will produce text you have entered in that field. The redirect will redirect you to the URL you have provided. The Page type links to the WordPress related page you have specified.
Content
The content is the information that is included in the type you have specified. Ex: Type (redirect) Content (http://www.google.com)

Confirmation Types

Text

Message
Enter the text you would like the user to see on the confirmation page of this form.
- Disable Auto-formatting
  When enabled, auto-formatting will insert paragraph breaks automatically. Disable auto-formatting when using HTML to create the confirmation content.

Redirect

Redirect URL
Enter the URL of the web page you would like the user to be redirected to after they have submitted the form
Redirect Query String
To pass field data to the confirmation page, build a Query String using the ‘Insert Merge Tag’ drop down.

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Form Notifications > Email Routing

Our Hometown, Inc. — Fri, 04 May 2018 16:44:24 +0000

Within forms, you have the option of configuring additional routing. This is similar to conditional logic, in that different events can cause the notification to go to a different recipient. In this article, we will show you how to configure routing options within your notification.

First, start by accessing the notification that you want to configure additional routing for. This can be done by accessing the form associated with the notification, hovering over Settings, clicking on Notifications, and then accessing the notification you want to manage. If you want to create a new notification, simply click the Add New button.
Within the settings for your notification, you will see an option labeled Send To. If you select Configure Routing, additional options similar to conditional logic will appear.
Inside the routing configuration, the first thing you will need to do is determine where the notification will be sent if the routing condition is met. Simply enter the email address of the user that you want to send the notification to.
Next, you’ll need to configure the field that the routing condition will use. To do so, use the dropdown box to select the field that the condition will be based on.
Now that the field is selected, you’ll need to set the operator used to compare the field and value. For example, if you only want to send this notification if a particular radio button is checked, you would select iswithin the operator dropdown. Conversely, if you do not want a notification to be sent when that radio button field is selected, you would use is not.
Finally, you’ll need to set the value that will be used to compare against the field submission result. If using pre-selected options, this will appear as a dropdown. If the field is something like a text field where the user will enter their own value, the condition value will appear as a text box. Within the condition value, enter the value to compare with the submission.
If you want to add addition conditions or remove a condition, use the + and – icons to the right of the condition item to either add or remove it.

You can now continue configuring your notification as seen fit. Remember that Forms only sends notifications when conditions are met, so if you’re having trouble, double-check your settings as there is a high likelihood that a condition simply isn’t matching.

The post Form Notifications > Email Routing first appeared on Our-Hometown.

Form Notifications

Our Hometown, Inc. — Fri, 04 May 2018 16:19:32 +0000

First, access the form that you want to create a notification for. This is done by clicking on Forms on the left side navigation menu, then clicking on your desired form.
At the top menu, hover over Form Settings and click on Notifications.
You should now see a list of all notifications that exist for that form. By default, there should already be a single notification that sends the submissions to the admin email address within your WordPress installation. To add a new notification, click the Add New button.
First, pick a name for your notification. This is simply something to easily identify the notification. Any unique name will be fine.
Next, you will see a setting labeled Send To. This allows you to determine how the message is sent. The options available are the following:
- Enter Email: This is simply a single email address that all notifications for this form will be sent to.
- Select a Field: This option will allow you to send the notifications based on the contents of an email address field in the form.
- Configure Routing: This option will allow you to send the notification to different locations based on the options that the user selects in the form.
  For the purpose of this article, we are just going to take a look at the Enter Email option.
  When you have the Enter Email option selected, the Send to Email field will be available. Within this field, enter the email address that you want your form notifications to be sent to.
Next, you will need to configure a few different fields related to the email being sent. The first of these is the From Name field. When a notification email is sent, this is the name that will be displayed as the sender. Here, you can set this to something static, or dynamically generate that data. In this example, we want the name field from the form to be used as the From Name in the notification, click on the merge tag icon to the right of the field, and click on the field that you are using for the name.
Next up is the From Email field. This is the email address that is displayed as the sender when receiving the notification. You may set this as a static email address, or select the field in which you want to be used as the send email address by clicking on the merge tag icon to the right of the field.
There is also the Reply To field in which the reply address may be set. This can take a static email address, or use merge tags by clicking on the icon to the right of the field.
The BCC field will allow you to set an email address in which the notification email will be copied to. This is useful if you have an individual that wants to receive all notification emails when sending to multiple people.
The Subject and Message fields are the most important part of the notification. This is the content that lets you know the content of the form that was filled out. These default to a subject stating the form that was filled out, as well as the message containing the form content. Just like many of the previous fields, these also support merge tags to dynamically generate content. For most people, the default content is fine, but you may change this to anything you wish.
If you want to disable the automatic formatting of the message, you may select the Disable Auto Formatting checkbox below the message field.

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