Confirmations, Notifications and Form Submissions

When a customer submits a form, several events are triggered.

• They are sent to a ‘thank you’ page. You can customise this page with markdown body text and a call to action button.

• They are sent a confirmation email. This is email is completely customisable in the same way other web emails are customisable. This is an important touch point, so be sure to craft a good welcome email using FAQs and Feature Blocks for maximum effect.

• An optional notification is sent to an admin. You can send notifications to as many admins as you want, just add them to the ‘Send Notifications To’ list. The notification email shows which form was submitted, on which site and lists all the input fields and additional questions answered, allowing for quick and immediate actioning.

Form Submissions

After the above events have been triggered, a Form Submission record is created in Pakk (separate from the actual Form Record). Think of Form Submissions as a long-lived historical record of form submissions, showing original answers to all questions. Form Submission records also contain the audit log which stamps the form response content exactly how it was submitted by the customer, including any agreement to terms, opt ins or signatures, so can be used as proof of registration/agreement/signing.

You can find Form Submissions in the Admin menu, or cross-referenced directly from the originating Form record.