Whether you're sending confirmation emails, routing data to your internal team, or triggering follow-ups — Email Copy and Email Logic help you do it efficiently and intelligently.
What Is Email Copy?
Email Copy is the content of the email that gets sent automatically after a form submission. You can fully customize this email to suit your needs — including:
Acknowledgement or thank-you messages
Submission summaries
Internal notifications
Follow-up instructions
Download links or next steps
You can include dynamic fields from the form (e.g., names, email addresses, scores, responses) so that each email is personalized based on the user's input.
What Is Email Logic?
Email Logic allows you to control who receives an email and under what conditions — making it a powerful tool for building smart, responsive workflows.
You can configure logic to:
Send different emails based on form answers
Route submissions to the correct department
Trigger emails only if specific conditions are met
CC or BCC other recipients dynamically
Example:
If the user selects “Support” in a dropdown, the email gets sent to the support@yourcompany.com inbox.
If they select “Sales,” it goes to sales@yourcompany.com instead.
How to Set Up Email Copy & Logic
1. Open the Form Builder
Go to the form you want to automate emails for.
2. Navigate to the “Emails” Tab
In the top navigation, find and click on the Emails tab.
3. Click “Add Email”
This opens the email settings for your form.
Configuring Your Email Copy
Once you click Add Email, you’ll see options to customize:
Email Subject – Make this short and informative
Email Body – Use plain text or HTML, and include dynamic form values using merge fields (like
{{First Name}})Recipient Email – Choose whether to send the email to:
A specific address
A field in the form (e.g., the user’s email)
A team member or admin
Attachments (optional) – Attach submission PDFs or documents
Pro Tip: Use form values like {{Email}}, {{Score}}, or {{Total Price}} to personalize the message.
Adding Email Logic
Once your email is written, scroll down to enable Logic Rules.
Click “+ Add Rule” to define when and to whom this email should be sent.
Logic Examples:
If
CountryisUSA, send to usa-team@yourcompany.comIf
Order Totalis greater than$500, send a follow-up offerIf
Feedback Scoreis below3, send an apology email
You can stack multiple conditions or combine them using AND/OR logic.
Previewing & Testing Your Email
Before going live:
Use the Preview Email option to check how it looks
Submit a test form entry to see how the email is triggered and ensure formatting is correct
Review logic paths with different input scenarios
Use Case Examples
Scenario | Setup |
Send confirmation email to customer | Use email copy with recipient set to |
Route submissions to different teams | Use logic to check form values and send to team addresses |
Alert manager if form score is low | Add a condition based on score field, send to manager |
Send download link after form is submitted | Include external link in email body |
Follow up only if checkbox “Request Callback” is ticked | Use checkbox logic to trigger follow-up email |
Things to Remember
Each form can have multiple emails with different conditions
You can include PDFs or attachments if needed
Merge fields must match the field names in your form exactly (e.g.,
{{Company Name}})Use test submissions to verify that logic is working correctly