Forms and Surveys Submission Notification

• 1Log in
  Sign in to your TheraSaaS account.
• 2Navigate to Forms
  Click Sites in the left sidebar, select Forms, then click Builder. You'll see a list of the forms you've already created.

• 1Select a form
  Click the form you want to enable notifications for. You can create a new form from scratch or use an existing template.
• 2Open notification settings
  In the form builder, locate the bell icon in the upper left corner and click it to access the notification settings.
• 3Toggle email notifications
  Turn on the Email Notification option by toggling it on.

• 1Set the email subject
  In the Subject box, enter a relevant subject for your email notifications.Test Form Submission
• 2Enter the notification email
  In the Email field, enter the address where you want notifications sent. This can be your own email or another team member's, such as your intake coordinator.
• 3Customize the sender name
  Customize the Sender Name — for example, "TheraSaaS Forms" — or leave it blank to use your account name as the sender.
• 4Save your changes
  Click Savein the upper right corner.

  Don't skip this

  Always click Save after making any changes in the form builder.

• 1Perform a test submission
  Fill out the form as a test user — for example, use the name Albus Dumbledore, the email mydoor@griffin.hogwarts.com, and a made-up phone number. Check the appropriate box and click Submit.
• 2Check for the email notification
  After submitting, check the designated email inbox to confirm you received the notification. The email should contain the subject you set (e.g., "Test Form Submission") and the details of the submission.

You can assign the notification email to any member of your team who is responsible for handling form submissions. This makes sure the right person receives the notifications without overwhelming your own inbox.