Send automated emails to staff and respondents

OpenForms can send automated emails to respondents, staff and other recipients as form responses are submitted or - on Enterprise plans - as responses move through a workflow. 

These emails are an important part of your organization’s post-submission process. Set them up to confirm submissions, notify staff that they need to take action, or send documents such as a response summary or custom documents generated from response data. 

Before you begin, you may want to set up an email identity to customize the address that response and workflow emails are sent from. 

Response emails

All plans

• Submission confirmations 
  Sent to respondents when a response is submitted.

• Response notifications
  Sent to internal staff and other recipients when a response is submitted.

Workflow emails

Enterprise plans

• Transition notifications
  Sent to respondents or internal staff when a response moves from one step to another in a workflow.

• Step reminders
  Sent to reviewers and other internal staff when a response has awaited review in a workflow step for a set period of time. 

Other

• Saved response reminders
  Sent to respondents that have saved, but not completed, a response when a response deadline is approaching.

• Scheduled snapshot emails
  Sent to admins on a weekly or monthly basis to summarize form performance.