Sending an Email

An email action can be used to send an email to ANYONE after your form is submitted by a user.  Simply use a different “To” email address to send to an admin, a user, or anyone else who needs a copy of the form submission.  You can add as many email actions as you like to your form.

If you have any issues with your form sending emails, please check this troubleshooting guide.

Create your Email Action

Click “Emails and Actions” to open your actions settings.

Click the blue “Add” button to create a new action.

Click “Email” to make your new action send an email.


Configure your Email Action

ACTION NAME

The name that will appears in your actions list

TO

The email address this action will send to.  You can type an email address manually, or use the “merge tag” icon to add a field from the form (such as the users email) to send the message to. Additional email addresses can be added with a comma separator.

Using your own email address (common for ‘admin’ emails)

Simply type the email address you want to receive the message from this email action.

Using an email address from the form (common for ‘user’ emails)

Simply click the “merge tags” icon in the field, and then choose the field in your form that will contain the users email address.

The merge tag you choose will “merge” whatever data the user submits in that field into your email action when the form is submitted.

EMAIL MESSAGE

Create the body of your email. If you do not place content here, a blank email message will arrive to the recipient.

Adding all field data to the email message

You can use the “All Fields” merge tag to add ALL of the form data to the message.

Adding single fields of data to the email message

HTML formatting in the Email

Click the “carrots” icon to change the rich text editor into an HTML editor.


ADVANCED EMAIL SETTINGS

Use these settings only if you are 100% confident in how email works at a server level (ie you know what SMTP, DNS, SFP mean and how to configure them).  Changing these settings greatly increases the chances of your emails not sending properly.  More information on email troubleshooting can be found here.

Show me the advanced settings

FROM NAME (default if blank: WordPress admin name in Dashboard -> General -> Settings)

Ninja Forms will send this email as if it came from the name in this field.  Merge tags may be used here.

FROM ADDRESS (default if blank: WordPress admin email in Dashboard -> General -> Settings)

Ninja Forms will send this email as if it came from the email address in this field.  MANY HOSTS WILL NOT ALLOW ANYTHING OTHER THAN YOUR DOMAIN ADMINISTRATIVE EMAIL HERE.  Using any other email address here greatly increases the chances that your email will appear in someone’s spam folder, if your host even allows it to send at all. Merge tags may be used here.

REPLY TO (default if blank: WordPress admin email in Dashboard -> General -> Settings)

If your recipient clicks “reply” from this email message, most email clients will automatically send the reply to the email address specified here instead of the “FROM ADDRESS.”  Some, such as Gmail, do not honor the “reply to” in all cases.  Merge tags may be used here.

FORMAT (default: HTML)

Toggles message body between HTML and Plain Text.  Generally, you will never use “Plain Text” unless you have a very specific need to.  All modern email clients use and prefer HTML messages.

CC

Send this message to secondary recipients. Merge tags may be used here. Additional email addresses can be added with a comma separator.

BCC

Send this message to secondary recipients, but hide the users email address from anyone else receiving this message. Merge tags may be used here. Additional email addresses can be added with a comma separator.

ATTACH CSV

Toggle this option to attach a CSV file of the form submission to the email.  Generally only used in very specific use cases.  May cause the email to fail if file permissions on your server are not set up properly.


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