Send Email While Filling Out a Form

This guide will explain how to send an email while filling out a form. We will use the “Send Email” field to trigger an email connection while filling out a form.

1. Initial Setup:

• Drag and drop a “Send Email” and a “Field Update Button” field onto your form.
• Rename the “Field Update Button” field as needed.

2. Configuring The “Send Email” Field:

• Click the pencil icon of the “Send Email” field.
• Fill in the “Template Id” option.

Note: You can copy the “Template Id” from the form edit page URL.

• Fill in the “Connection Id” option.

Note: You can copy the “Connection Id” from the Email connection page URL.

• Optional: You can customize your alert message using the “Success Alert Message” option.

Note: You can check this guide on how to set up an Email connection for your Formyoula form: https://guides.formyoula.com/public-guides/email-connection

3. Configuring The “Field Update Button” Field:

• Click the pencil icon of the “Field Update Button” field.
• Set “Field Updates”- Send Email || event || run
• Save the changes.

• Optional: You can style your button using the below options.
• Please check this guide to style your button: https://guides.formyoula.com/public-guides/setup-an-icon-based-floating-button

4. Test The Form:

• Click the “Send Email Button”.
• It will run the “Send Email” field to trigger an email connection.

• You can see a success message.

Note: Please check this guide for a wide example of the “Send Email” field: https://guides.formyoula.com/public-guides/report-a-problem-using-popup-without-submitting-a-form

For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂