Webform emails

A webform can be set up to generate an email when a form is submitted. Emails can be sent to a specific address, or to an address associated with a component.

Note: The information submitted on the form can only be included in emails to McGill email addresses.

Specific address

On the WEBFORM tab:

1. 1. Click E-mails.
   2. Select the Address option.
   3. Enter the McGill email address.
   4. Click Add.

Sending to the user’s email

When a confirmation email is to be sent to the submitter of the form, it can be sent to the address that is provided in the E-mail component. 

On the WEBFORM tab:

1. 1. Click E-mails.
   2. Select the Component Value option.
   3. Select the field that collects the Email address (create email field if needed).
   4. Click Add.

Other components besides E-mail can be used to provide an email address:

• Hidden
  • A hidden field can be used to add a default value to a form that is not visible to users. When set to insert the email address as a token [current-user:mail], it can be selected as a component.
• Select options
  • Email addresses can also be associated with specific select option values. If a user makes a certain choice, the submission message can be sent to an email recipient associated with that choice.
  • For instance, if an email is set up based on a component that asks users which language they can speak, a different email recipient can be assigned per language:
    
    

---

Email messages

Email messages can be either default or customized.

Default template

The default template for McGill email addresses contains tokens that capture all the submission information with minimal formatting. Emails sent to non-McGill email addresses do not include the Submitted values.

Included E-mail values

The token [submission:values] includes all of the information from all of the fields. To exclude certain fields from the default message, uncheck them from the INCLUDED E-MAIL VALUES. Empty fields can also be excluded from the default message.

---

Attachments

If your form requires the submission of files, they can be included as attachments in emailed results. If you choose this feature, be sure to set a maximum file upload size for each field small enough so that the email will be delivered. We cannot provide a size limit as that is determined by the email provider, here is an article on Microsoft’s support site.

To set up your email to attach an uploaded file, check the Include files as attachment checkbox.

---

Custom template

Email messages can be customized with basic formatting, additional tokens, and reader-friendly text.

---

Confirmation pages

A confirmation page can be shown to a user to show that their form has been submitted. Just like webform emails, confirmation pages can be extended and customized with tokens. However, HTML can also be leveraged to add visual elements and additional formatting.

Create a confirmation page:

1. Click the Form settings button at the top of the screen.
2. In the Confirmation message box, type the message the user will see after submitting the form such as a statement about when they can expect to receive a reply.
   
3. In the Redirection location section, select one of the following: 
   • Confirmation page, if the message is to appear on a separate page. 
   • Custom URL, the user to a web page that already exists. 
   • No redirect (reload current page) if the confirmation message text is to appear at the top of the page containing the form (so the user is not brought to a different page.)
     

To create a custom Confirmation page:

1. Click the WEBFORM tab
2. Click Form Settings
3. Customize message under SUBMISSION SETTINGS

A custom Confirmation message can be created in the Form Settings options under SUBMISSION SETTINGS.

---