Once you have created a contact form, you can access the contact form settings by clicking on the button with the cogwheel:
This is where the notification email is configured and the settings required for sending the email are made. The notification email is sent to the site administrator when a new lead has registered.
Notification email
As with all email systems, some standard settings are necessary for the correct sending of emails. We would like to briefly explain these.
Sender name: You can enter the name of your notification email here. This can be your name or the name of your website, for example.
Sender e-mail: Any e-mail address can be entered here for sending the e-mail. This does not have to be an e-mail you have registered! It is only about the technical fact that an e-mail always needs a sender. Common examples for this sender e-mail are: wordpress@example.com or no-reply@example.com
Recipient e-mail: Here you simply enter the e-mail address to which you would like to receive your requests. For example, your personal e-mail address or that of your company.
These are the absolutely necessary default settings to enable the sending of emails and notifications.
You also have the option of entering CC recipients (copy) and BCC recipients (blind copy) to have the notification emails sent automatically to other email addresses.
Reply-To (reply address): If you have a different email address from the sender email and would like to use it for incoming replies, you can enter it in the Reply-To field. To reply directly to the lead via your email program, enter the tag for the email field here.
In the lower section, you can define the subject of the email and the message structure.
Note: You can also optionally use HTML in the notification e-mail message.
The fields you have previously created in this contact form and their IDs are displayed in square brackets. The IDs can also be used in the subject line and in the message body.
In addition to your own defined IDs, Funnelforms provides you with three other automatic data fields that are saved for the leads and which you can use in the notification email:
[answers] = Inserts all answers from the question string into the mail
[queryString] = Inserts the parameters attached to the URL (e.g.: the Facebook or Google Click ID to be able to clearly assign paid advertisements to the lead) into the mail, if available
[url] = Inserts the URL from which the form was sent into the email
Create your message in the following format:
Note: Please ensure that the IDs are spelled in the same way and are case-sensitive. Otherwise problems may occur.
You will find further settings on the right-hand side. For example, you can hide the progress bar and the back button in the contact form to prevent the visitor from returning to the form.
Automatic e-mail response
If you would also like to send an e-mail to the visitor that they have successfully completed the form, you can do this in the autoresponder section.
Activate the “Autoresponder” checkbox and make the appropriate settings.
Enter the ID from the contact form for entering the email address in the recipient email field, define an individual subject and write the message. The IDs can also be used in the subject line and in the message body. You can use the same IDs again to address the visitor directly:
Note: You can also optionally use HTML in the autoresponder message.
Email attachment: You also have the option of automatically sending a single email attachment in the autoresponder. This can be any file (PDF, PowerPoint,...) from the WordPress media library and can already contain packages, prices, products, services or special offers, for example.
Note: When using an e-mail attachment, please ensure that you either activate WP Mail or use SMTP.
SMTP settings
You have the option of specifying your own SMTP server if you want to use it to send emails.
Activate the “SMTP server (enter manually)” checkbox and make the corresponding settings:
If you want to use the WordPress email function instead of an SMTP server, activate the “WP Mail” checkbox.
Please note that some SMTP servers require a 2-factor authentication and you have to create a so-called one-time password / app password.
Note: Always test your e-mail settings by clicking on the “Send test message” button. This will ensure that the e-mail dispatch works. If errors occur or entries are missing, an error message will appear.
JavaScript code (event tracking)
As an option to the existing tracking via the thank you page, a JavaScript code can also be inserted in the contact form and in each individual question. This code is executed when the question or the contact form becomes visible to the visitor, i.e. when they have reached this point in the form. This makes it possible, for example, to create razor-sharp target groups within advertising networks in order to deliberately address visitors who have reached a certain point in the form but have then abandoned it.
You can find more information, especially about Facebook's event tracking and which possible codes can be added within the fields here: Specifications for standard events of the Facebook pixel
To finish, click on the “Save” button in the top right-hand corner of the page. A message appears: “Save successful”. If errors occur or entries are missing, an error message will appear.