involve.me can send automated emails to contacts upon completing a submission. It's only possible for projects that collect emails using a Contact Form element or through the URL using Hidden Fields. If you want to set up submission emails for a project that is not collecting emails either way, you will be prompted to add an email collection field into your project.
This means that every time somebody completes your form, survey, lead page, quiz, payment page or makes a calculation, you can send them a quick email. As long as they leave their email address to reach out to, of course.
Submission emails can be set up for any published or draft project in the following way:
- Click the arrow icon in your project card's drop-down menu
- Click "Settings" (or "Publish now" if the project is a draft)
- Click "Emails" on the top left or keep scrolling until you find "Email Notifications"
- Check "Send custom email to participants"
+ optional: Check "Send different emails for each outcome" if your project has multiple outcomes
- Create your email (or one email per outcome)
There are two ways to trigger email notifications:
- Submission is completed
This gives you an option to set up a custom email that is sent every time somebody completes your project.
A project is completed when somebody makes it to its final page. This would be an outcome page on a quiz or a thank you page on a survey for example. If your final page is a custom redirect, that also counts.
- Payment is successful
Picking this option will send an email notification once a payment is successfully completed. You can use this as a payment confirmation or to send out a digital good.
Each email can be personalized with submission details you collected, such as:
- First name
- Company name
- Outcome name
- Project name
- Question answers
- Hidden fields
+ Any field you created in that particular project
Click to + symbol in the right side of the input field or type "@" to choose from the available variables.
This way you can create hyper-personalized emails like this one:
The same level of personalization applies to subject lines, which will increase your open rate.
Attachments and Preview Emails
You can add attachments to your emails by using the paperclip icon. You can upload images, which will display directly in the email or other file types like PDFs which will insert a linked box to the file.
The Send Preview Email option is perfect to test how the email will look in your email software. This function will send the email to your account email, but will not substitute the variables in the text.
Sending different emails for each outcome
To further personalize the emails, you can choose to send different emails for different outcomes. This option is only available for projects using Multiple Outcomes which is a setting you choose when you start a new involve.me project.
To activate this feature, which is available on Professional plans or higher, tick "Send different emails for each outcome" in project settings, pick an outcome and create your emails.
There is no limit to how many emails you can send. But submission emails are triggered by submissions and there are submission limits for each plan.
From the Professional plan and higher the involve.me watermark is also removed from the footer of the email.
Testing the Integration: Once a user completes the survey, check the Analytics of the project -> Select the Responses [ ] menu -> Select a submission. On the right pane, scroll down the page until the "EMAILS" section, check the status of "Participant Emails". This could be: Not configured, Sent, Not sent, or Sent & Opened