Sending confirmation emails to visitors with Forms

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With Forms, you have the ability to send confirmation emails to visitors provided your Forms page collects the email address of the visitor. This confirmation can include text or variables corresponding to field values of the new record created in Salesforce from their form submission. NOTE: These field values for the new Salesforce record need not be fields included on the Forms page itself to be included in the confirmation email.

To set the confirmation email for a Forms page:

  • Navigate to the Forms Manager
  • Click Form Manager
  • Open the Forms page for which you wish to set the confirmation email
  • Click Options
  • Scroll down to User Email Options
  • For Email Field, select the field that contains the email address where you wish to send the confirmation email. NOTE: This field should be included on the Forms page and be required.
  • For Email User, select Yes, if you wish the email to be sent
  • For User Email Subject Line, enter the subject line of the email. NOTE: Variables cannot be used in the subject line.
  • For User Email Message, use the editor to enter the text you wish to appear in the body of the email. You can include images and other elements that will appear if the recipient's email service accepts HTML-formatted emails. You can also include variables that reference fields in the Salesforce object for the record created by their submission. The format for these variables is {$FieldName}. Common examples include {$FirstName} and {$LastName}.

    NOTE: Variables referencing fields in the Salesforce object can only be used per confirmation email. In other words, you cannot use {$FirstName} as part of the salutation and then again in the text of the email.

  • Click Save
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For information on locating Salesforce field names, refer to Locating Salesforce.com field names.
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