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Creating an Email Action
Creating an Email Action

Use Email Actions to get notified when someone fills out a form.

Daniel Barake avatar
Written by Daniel Barake
Updated over a week ago

The Church Co comes with a contact form ready to go along with Emails & Actions ready to automate your form. With Email & Actions, this gives you the flexibility & customizations to add success messages, sending an email, and redirection.

SENDING AN EMAIL
An email action can be used to send an email to ANYONE after your form is submitted by the end-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.

CREATING AN EMAIL ACTION
Click “Emails and Actions” to open your actions settings.

Either select from a pre-built email action on your form or click the blue “Add New” button to create a new action.

Since we are creating a new email action, simply select Email from the “type” dropdown.

CONFIGURING YOUR EMAIL ACTION
ACTION NAME: The name that will appear in your actions list

FROM NAME: Email will appear to be from this name.

FROM ADDRESS: This is the email that shows who It’s from when the email is sent out. Common emails to use are general business/church email such as “[email protected]

TO: The email address this action will send to. You can type an email address manually (such as the admin or the user's email) to send the message once the form is submitted. Additional email addresses can be added with a comma separator.

This action is really great for sending emails to the admin that a form was filled out and also sending emails to the end user letting them know you’ve received the form.

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 inside the field, and then choose the email field in your form that asks for the user’s email address.


SUBJECT:

This will be the subject of the email sent to the user or admin

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 FIELDS TO THE EMAIL MESSAGE:

To add all fields into the email message, regardless of whether or not the user has entered in

formation into that field: click the “Insert All Fields” button above the text area and select the fields you want to put into your message


ADDING ONLY SINGLE FIELD TO THE EMAIL MESSAGE:

To add only certain fields that contain data into the email message: click the “Select a field or type to search” dropdown above the text area and select the fields you want to put into your message then click “Insert field”.


SUCCESS MESSAGE

The Success Message Action can be used to set up a thank you message that is shown to the user on submission. As always, The Church Co comes with a pre-built success message action located in the contact form ready to go.

CREATING A SUCCESS MESSAGE
Navigate to the Emails & Actions tab then select “Add New”

Since we are creating a success message action, simply select “Success Message” from the “type” dropdown.


You can rename the Success Message action by changing the Action Name.

Input the information that you would like to display to the user when the Success Message is processed in the text area.

You can also add single & all field data to the message. This is great for showing the information to the end-user or the admin.


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