Forms and Surveys Submission Notification

TheraSaaS allows you to set up notifications for form and survey submissions, ensuring you stay updated whenever a client fills out a form. Below is a step-by-step process for enabling and managing these notifications.

1. Accessing the Forms Builder

1. Log In:

   • Sign in to your TheraSaaS account.

2. Navigate to Forms:

   • Click on Sites in the left sidebar.

   • Select Forms, then click on Builder.

   • You will see a list of forms you have already created.

2. Setting Up Notifications for a Form

1. Select a Form:

   • Click on the form for which you want to enable notifications. You can either create a new form from scratch or use an existing template.

2. Open Notification Settings:

   • In the form builder, locate the bell icon in the upper left corner. Click on it to access the notification settings.

3. Toggle Email Notifications:

   • Enable the Email Notification option by toggling it on.

3. Configure Notification Details

1. Set Email Subject:

   • In the Subject box, enter a relevant subject for your email notifications (e.g., “Test Form Submission”).

2. Enter Notification Email:

   • In the Email field, input the email address where you want the notifications to be sent. This can be your email or any other team member's email, such as your intake coordinator.

3. Sender Name:

   • You can customize the Sender Name. For example, use “TheraSaaS Forms” or leave it blank to use your account name as the sender.

4. Save Changes:

   • Always click Save in the upper right corner after making any changes in the form builder.

4. Testing the Notification Setup

1. Perform a Test Submission:

   • Fill out the form as a test user. For example, use the name Albus Dumbledore, email mydoor@griffin.hogwarts.com, and a made-up phone number.

   • Check the appropriate box and click Submit.

2. Check for Email Notification:

   • After submitting, check the designated email inbox to confirm you received the notification email.

   • The email should contain the subject you set (e.g., “Test Form Submission”) and the details of the submission.

5. Assigning Notification Responsibilities

• You can assign the notification email to any member of your team responsible for handling form submissions. This ensures that the right person receives the notifications without overwhelming your inbox.

Conclusion

By following these steps, you can efficiently set up and manage form and survey submission notifications in TheraSaaS. This feature is crucial for staying responsive to client inquiries and maintaining organized communication within your practice.

If you encounter any issues or have questions, feel free to reach out to TheraSaaS support for assistance.