Creating Projects

Design Your Template

Transform raw form data into professional, branded communications using our intuitive visual editor.

Respondent Name

{{Name}}

Submission Date

{{Timestamp}}

Unique ID

{{ResponseId}}

Edit Link

{{EditUrl}}

Access the Template Editor

Open the Smart Form Notifications sidebar, create a new workflow (or edit an existing one), and navigate to the Email Template tab.

New Workflow

Email Template Tab

Route your emails to static addresses or use Merge Tags like {{Email}} for dynamic routing.

Merge Tags allow you to send a copy to the person who filled out the form automatically.

Format your message with bold, italics, lists, and your company branding colors.

Insert form-specific tags directly into your body to personalize each message.

Use the sidebar panel to click and add form-specific tags without typing them manually.

Common tags include {{Name}}, {{Phone Number}}, and {{SubmissionDate}}.

Automatically include files uploaded by respondents (like resumes) directly in the email.

Supports images, PDFs, and document files uploaded via the 'File Upload' question type.

Watch our step-by-step guide on how to design professional receipts and use markers to personalize your messages.

Video: Designing Branded Respondent Receipts

Once your design is complete, click Save Workflow. Your automated notifications will now begin firing for every new form submission.