How to set up Email Notifications in Porsline
Watch how we send automatic submission alerts to teams and confirmation emails to respondents.
A new submission may require an immediate review, confirmation or reply. Email Notifications connect responses collected through Porsline’s online form builder with the people responsible for the next action.
This video shows how to notify the form owner, additional team members, the respondent or both after a submission.
What You Can Configure in a Notification Email
- Send an alert when a new response is submitted.
- Add internal recipients who need to review the response.
- Send a confirmation or response copy to the respondent.
- Customise the email subject and message.
- Insert answers, variables or a chart link into the email.
- Use Reply-To so a team member can reply to the submitter.
- Trigger selected notifications through saved filters.
Where Email Notifications Reduce Delays
Alert a Support Team About Negative Feedback
A customer experience team may need to know when a low rating or complaint is submitted rather than checking the dashboard repeatedly. In customer experience surveys, a filtered notification can alert the responsible team when a response matches predefined dissatisfaction criteria.
Route Applications to the Right HR Team
A recruitment or internal request form may need to notify a particular department whenever a new submission arrives. Within an employee survey solution, an email notification can include the submitted information and allow the recipient to reply directly when the form has collected the applicant’s email address.
After watching, create one notification for a test form and send it to your own email address. Submit a response, review the message content and confirm that any inserted answers and Reply-To settings behave as intended.
Test your first form notification email.
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