This feature available on the Pro Plan
Overview
Admin Entry Alerts are sent to the email address of your choice whenever a visitor submits an entry into a list. By default, the email that's sent has a simple plain-text layout. With our email templates for entry alerts, you can design the layout and choose which form fields to include in the notification.
Getting There
There are two ways you can access the Admin Entry Alerts.
Option 1:
- Click Manage in the navbar, then select Lists in the drop-down.
- Find the name of the list for which you'd like to edit the alert, and click the down arrow button to the right of it. Then, select Email Alerts from the drop-down.
- A pop-up will apear stating, "Email Alerts for this list are configured in the Form Container widget in the Campaign Builder." Click on the blue text "Campaign Builder" to open the Builder.
- Open the Form Container settings by hovering your cursor over the widget and clicking on the pencil icon.
- In the pop-up, click on the section on the left-hand side labeled "Approvals/Alerts".
Option 2:
- Open the campaign you are looking to edit the Admin Entry Alerts for in the Campaign Builder.
- Open the Form Container settings by hovering your cursor over the widget and clicking on the pencil icon.
- In the pop-up, click on the section on the left-hand side labeled "Approvals/Alerts".
Alert Settings
The first thing to edit will be the Alert Settings. Start by filling out the Email Alerts To field with the email address to which alerts will be sent.
Once an email address is entered, more options will pop up below. Select the Email From Address, type in an Email Subject Line, and decide whether or not to include an approval link in the alert.
With those settings all configured, click the Advanced section. Then, check the box to Use Custom Email Template to design your custom template.
Designing a Template
Check the box labeled Customize email template to show the email template editor.
Inserting Field Data
Each of the available fields in your form are listed in a panel on the left of the template editor. Clicking on any of the available fields will insert the appropriate tags into your template. For example, clicking on Campaign will insert the following into your template:
{{ entry.tab_name }}
These fields are inserted as plain text by default, and the output of the email should appear exactly the same as the content of the template editor.
A Note About Liquid Markup
Email templates use the Liquid Markup template system, which has a large amount of flexibility, but is also fairly advanced. ShortStack tries to provide a simple Liquid Markup interface.
Generally, most users should find the editor sufficient with minor alterations, using the "Available Merge Fields" buttons to a great extent.
Liquid Markup has many advanced features, like text transformation (making text uppercase), conditional logic (if/then statements), for loops, and variables, which are all documented on the Liquid Markup site.
Troubleshooting
Most issues with email templates arise from poorly formatted HTML or Liquid Markup syntax. Check the following to troubleshoot your template code:
- If you’re not receiving your notification emails, check the Alert Settings tab and make sure you’ve provided a valid email address in the Email Alerts To field.
- If the fields in your form have changed, the field map may have also changed. Double check by adding the fields again from the Available Merge Fields section.
- The template editor does not automatically insert new form fields you may have added in the Form Designer, so if a field is missing, you may need to add it manually.
- Liquid Markup Design Guide