What is it?
A confirmation email is the message that is emailed to a user after they complete a form.
How to Access
From your admin dashboard, go to Forms-> Form List-> Choose to edit a form. Once inside the form, scroll to the bottom of the form's right-hand column. The last section in this column is titled 'Confirmation.' Click the Properties button at the top of this section.
To note: The text immediately visible in the section itself is the confirmation page's content, which only appears when a user completes the form to let them know they've finished. To edit the confirmation email, always click the Properties button at the top of the section.
Once you've clicked Properties, the Edit Confirmation Email button will appear in the form's left column. Click the Edit Confirmation Email button.
The confirmation email uses the same editor as the MemberClicks Contact Center and article pages, so if you've created a page in either location, you'll do so the same way in the confirmation email.
The major feature of the confirmation email is the Merge Data function. This function allows you to merge in either fields from the form itself, or attributes from a user's profile. Doing this will see whatever information the user entered into that field merged into the confirmation email. For example, if you merge the 'First Name' field, then whatever the user entered as their first name will appear in the message once they receive it. The Merge Data function allows you to build out a receipt that can merge in every piece of information the user entered into the form, or all of the information stored in their profile.
To add a merge field, place your cursor where you want the piece of merged information to appear, then click the Merge Data button at the bottom of the confirmation email.
Next, choose whether you want to merge in information from the user's profile through the Profile Data option, or information they entered into the form through the Form Data option. Merging in form data is the more common option, as it pulls in what the user entered into the form.
Choose the field you want to merge into the confirmation email, then click the green Merge Data button. If you were to merge in your first name field, the message would look like the below.
When the user receives the message, the merge field of ~#Name | First#~ will be replaced by their first name. This applies to all other merged fields as well.
Important Confirmation Email Information
1. The confirmation email will only send out if the form's login section is turned on. The confirmation email attempts to email the email address assigned to a user's profile. If a user isn't logged in, it can't locate a profile for them, thus its attempt to email them will fail.
2. The confirmation email will only send to the user that takes the form, not any additional guests that are registered through the form.
3. Individual Name is always a mergable form option, but is best avoided when editing non-membership forms. This is the name field stored in the membership section that is present in all forms. If the membership section is disabled, Individual Name is still mergable. Only merge in this field if the user is filling out the membership section.
If you need registered guests to receive a message confirming their registration, ensure you're using an event form. If you are, there will be the option Itinerary Email beneath the Confirmation Email. Itinerary emails are constructed in the same manner as confirmation emails, but unlike confirmation emails, itinerary emails will send out to all profiles that are registered through the form.