Sending a Confirmation Email When a Form is Submitted

IntakeQ allows you to send a custom confirmation email to your clients when a form is submitted.

To enable this feature and create the email template, follow the steps below:

1. Navigate to "More > Settings" and open the "Emails tab".
2. Click on the "..." button located on the top right corner and select "Submission Confirmation Email".

   

3. Check the box that says "Send confirmation email to client when form is submitted".
4. Enter the email subject and body.

Custom Confirmation Email Per Form

You can also override the default confirmation email described above on a specific form by creating a template that will only be sent when that form is submitted.

To create a submission confirmation email for a given intake questionnaire, follow the steps below:

1. Navigate to "My Forms" and open the desired intake questionnaire.
2. Click on "... > Settings" and open the tab "Confirmation Email".
3. Check the box "Send confirmation email to client when form is submitted".
4. Fill out the subject line and email template.