Form confirmation and itinerary emails

When you submit a form, you can configure a confirmation page and confirmation email that sends to the form submitter. If your form includes an event section, you can also set up an itinerary email for event registrants and guest registrants. You can edit and customize these emails in the Form Builder.

To configure a form confirmation page and email

1. Navigate to Forms > Form List.
2. Hover over the form you want to edit, then select EDIT.

3. On the Form Builder page, scroll down to the bottom of the right column. In the Confirmation section, click inside the text box to edit the text that displays on the confirmation page after a form-taker submits.

   

4. Select Edit Confirmation Page in the Element Properties tab on the left.

5. In the editor, customize your confirmation page, then select Save.

   

Editing the confirmation and itinerary emails

1. Select Properties on the Confirmation section of the Form Builder.

   

2. In the Element Properties tab on the left, you can:

   • Add a Name to this section.
   • Toggle ON Enable Confirmation Email to send a confirmation email to the form submitter.
   • Select Edit Confirmation Email to open an editor where you can customize the confirmation email.
   • Toggle ON Enable Itinerary Email to send this email to all members registered through an event section. This option only displays if your form includes an event section.
   • Select Edit Itinerary Email to open an editor where you can customize the itinerary email.

   

3. If you select Edit Confirmation Email or Edit Itinerary Email, you can:

   • Select Additional BCC Recipients to send a BCC of the email to additional recipients.
   • Add a From Name.
   • Add a Reply To Email.
   • Include a Subject Line.
   • Edit the content of your email message using the editor.
   • Select Image to add a graphic, Site Links to add links to specific pages on your MC Professional website, or Merge Data to add form fields or member attributes to the message.
   • Select Save when you're finished.

   

Using the merge data tool

The Merge Data tool merges information the submitter entered into form fields, or attribute data from their member profile, into the email. For example, if you merge the First Name field, whatever the user entered as their first name on the form appears in the message. You can merge in any piece of information the submitter entered into the form, or any information stored in their member profile.

1. Place your cursor where you want the merged information to appear in the email, then select Merge Data.

2. On the following screen, merge fields from the Profile Data or Form Data dropdown menus, then select Merge Data when you're finished.

   

3. When you merge data into your email, it inserts a macro that draws specific information from the form or the member's profile — for example, the email field displays as ~#Email#~. When the form submitter receives the email, the macro is replaced with the information they entered on the form. This applies to all merged fields.

Confirmation email limitations

A few limitations apply to confirmation emails:

• The confirmation email only sends if the form's login section is turned on. It attempts to email the address assigned to the user's profile — if a user isn't logged in, the form can't locate a profile for them, and the email fails to send.
• The confirmation email only sends to the member who submits the form. It doesn't send to any additional event registrants or guests registered through the form. See the next section for information on itinerary emails.
• Individual Name is always a mergeable form option, but is best avoided when editing non-membership forms. This is the name field stored in the membership section that's present on all forms — if the membership section is disabled, Individual Name is still mergeable. Only merge in this field if the form submitter has filled out a membership section.

Itinerary emails

The itinerary email sends to event registrants, including all guest registrants. You can send an itinerary email with an event form — the option to include an itinerary email only displays when your event form includes an event section. Itinerary emails are constructed the same way as confirmation emails, but unlike confirmation emails, they send to all profiles registered through the form.