Email Notifications
Formulr sends automatic emails to keep your users and team informed at each step of the process.
Types of Notifications
For Respondents
| Notification | Trigger |
|---|---|
| Submission confirmation | Response sent |
| Acknowledgment of receipt | Response received by team |
| Request for additional information | Missing information |
| Reminder | Incomplete form |
| Validation | Response accepted |
| Rejection | Response declined |
| Signature requested | Document to sign |
| Signature complete | Document signed |
For the Team
| Notification | Trigger |
|---|---|
| New response | Submission received |
| Assignment | Response assigned |
| Processing reminder | Pending response |
| Daily summary | Activity summary |
Global Configuration
Access Settings
- Go to Settings > Emails
- Configure global options
Sender
| Parameter | Description |
|---|---|
| Sender name | Displayed name (e.g., "Formulr Team") |
| Reply email | Address for replies |
Design
- Logo: Displayed in email header
- Primary color: Buttons and accents
- Footer: Legal notices, links
Customize Emails
Available Templates
Each email type can be customized:
- Settings > Emails > Templates
- Select the template to modify
- Edit the content
Available Variables
Use these variables in your templates:
Response
liquid
{{ response.reference }} // Unique reference
{{ response.status }} // Current status
{{ response.createdAt }} // Creation date
{{ response.completedAt }} // Completion dateRespondent
liquid
{{ user.firstName }} // First name
{{ user.lastName }} // Last name
{{ user.email }} // Email
{{ user.fullName }} // Full nameCampaign
liquid
{{ campaign.title }} // Title
{{ campaign.description }} // DescriptionLinks
liquid
{{ link.continue }} // Resume the form
{{ link.view }} // View the response
{{ link.download }} // Download the PDFTemplate Example
html
Hello {{ user.firstName }},
Your request {{ response.reference }} has been received.
Our team will review it as soon as possible.
<a href="{{ link.view }}">Track my request</a>
Best regards,
The {{ campaign.title }} teamCampaign Notifications
Specific Configuration
Each campaign can have its own rules:
- Open the campaign
- Settings > Notifications
- Enable/disable each type
Internal Recipients
Define who receives notifications:
- Owner: Campaign creator
- Team: Assigned members
- Specific email: Fixed address
Conditions
Send conditional notifications:
IF [Amount] > 10000
THEN Notify management@company.comWorkflow Notifications
For advanced scenarios, use workflows:
- Create a workflow
- Add "Send email" action
- Configure custom template
- Define conditions
Sending History
View History
For each response:
- Open the response details
- Activity tab
- View all sent emails
Available Information
- Date and time sent
- Recipient
- Notification type
- Status (sent, opened, clicked)
Deliverability
Best Practices
To ensure email delivery:
- SPF/DKIM: Automatically configured
- Custom domain: Recommended for high volumes
- Whitelist: Communicate the sending address
In Case of Problems
If emails don't arrive:
- Check spam folder
- Check sending history
- Test with another address
- Contact support
Unsubscribe
Unsubscribe Link
All emails include a GDPR-compliant unsubscribe link.
Manage Preferences
Users can:
- Unsubscribe from reminders
- Keep important notifications
- Manage their preferences
Limitations
- Maximum 1000 emails/day per campaign
- Maximum attachment size: 10 MB
- No sending to mailing lists
Next Steps
- Reminders - Automate reminders
- Workflows - Advanced notifications
- PDF Templates - Documents to attach