Email can be sent to one or more recipients every time a form is submitted. The Email Action is where you can control and customize email for each form. Email Actions can be found on the Emails & Actions tab of the form builder. All new forms start with at least one active Email Action, and you can add as many as you like.
Note that any Email Action can be deactivated using the toggle to the left of the action. Toggle left (grey) is off, toggle right (green) is on. Deactivated actions will not trigger on form submission.
Adding a New Email Action
Each new form starts with at least one Email Action already active. For example, if you start a form from a Blank Template, you’ll already have an Admin Email set up to send the contents of each new submission to you.
You don’t need a new Email Action if you just want to send the same email to an extra person. Instead, just add the extra person’s email address to the existing Email Action. See Customizing an Email Action (“To” setting) below for details.
You do need a new email action if you want to send a different email to anyone. In that case, click the Add New Action button on the Emails & Actions tab, then click the Email button inside the Actions Drawer that slides open.
A new Email Action will be added to the Emails and Actions tab, ready to customize.
Customizing an Email Action
Click on any Email Action to open its settings. This is where you can customize all parts of the email.1. Action Name
Text entered here will be used as the administrative name of the Email Action, used only the Emails & Actions tab of this form.
2. To
This setting controls who gets the email. Both email addresses and select merge tags are valid in this setting. You can add as many recipients as you like, but each address/merge tag must be separated by a comma. For example:
To add a merge tag to the form, click the box icon inside the To setting. Valid merge tags include:
Admin Email {wp:admin_email} : This will use the admin email address set on the WordPress General settings page. This merge tag is what you see in the example above.
User-Entered Email {field:email_x} : This will use the address provided by the person submitting the form if you’ve added an Email field to the form. Use this to send a confirmation to the user. Note that the “x” in that merge tag is a placeholder example only. Copy and pasting from here won’t work. See the example below for how to add this.
Post Author Email {wp:post_author_email} : This will use the email of the author of the post/page the form is on.
User Email {wp:user_email} : This returns the Email address for the logged in user
Example: send to an email address provided by the person filling out the form
First click the merge tag box icon to the right of the form. Then select the email field in the window that pops up:
The To field will now contain the merge tag for that specific email field. You’re all set:
3. Reply To
Any address or valid merge tag provided here may become the target of the Reply To feature in the recipients inbox. Not all email clients respect external values provided for this setting. For example, Gmail does not.
4. Subject
Text entered here will be used as the Subject line for the email that is sent. Many merge tags are valid for use here.
5. Email Message
Text and images entered here will become the message body of the email. Rich Text Editor options are available for customizing your message. Merge tags are valid for use here.
The {fields_table} merge tag is the default for most email actions. It will display the values of all fields the user has entered values for. If you want to see all fields even if the user didn’t provide a value, use {all_fields_table} instead.
6. Attach CSV
This option, when toggled on (green / button to the right), will attach a CSV file to the email that contains all fields that the user provided values for.
This option will attach any file present in your WordPress Media Library to the outgoing email. For example, a popular use of this option is to offer a lead magnet in return for submitting the form.
Advanced Customization Options
Caution: the settings described below are not recommended for normal use. They are provided as a courtesy for advanced technical users. Each of these settings will modify values that frequently cause email to be rejected or fail to send without additional technical work and an understanding of mail clients and servers. Modify these settings at your own risk.
These settings are disabled by default. If you wish to adjust these settings, you will need to enable Developer Mode.
Developer Settings
From Name
By default, the From Name will be inferred by the receiving email client from the From Email Address. This setting will attempt to change that to the value entered here.
From Address
By default, the From Address for all WordPress email will be the Administration Email Address provided under General > Settings in WordPress. This setting will attempt to replace that email address with the value entered here.
Format
Toggles message body between HTML and Plain Text.
CC
Send this message to secondary recipients.
BCC
Send this message to secondary recipients. BCC email address will not be visible to anyone else receiving this message.
