How to use a mailer block

You can add mailer blocks inside your forms to trigger mailings to yourself or your respondents. And even use form data inside those emails.

The concept

The mailer block enables you to send emails from within your forms. You can use them for 'simple' notifications and confirmations, but mailer blocks are completely flexible, in terms of who receives them, what's the content and when they are sent.

We also wrote a blog post with some more background information, use cases and working examples of mailer blocks.

Adding a mailer block

The mailer block is available as a question type by clicking the Question type dropdown after you've added a new block. You can add it in any given position and in an unlimited amount inside your forms.

Mailer blocks are available from the Question type menu.

Determine recipient

You can email yourself, or the respondent (if you know the email address of the respondent):

  • Select Fixed recipient - You will use this setting to mail yourself. For example, to get notified when someone completes the form. Just enter an email address you'd like to receive the mail on;
  • Select from Available recipients - You can also email to an email address that your respondent enters inside your form. To use this feature, please provide a question block with question type 'Email address' and make sure this block is entered before the mailer block. After you've set up a block, you can select this particular block inside the mailer block as a recipient. The form builder will show all question blocks with question type 'Email address'. The form will now use the given answer to the selected question block as the recipient.

Example of using an answer as a recipient.

Determine email content

Next step you can enter the email content:

  • Enter Subject - The subject line of the email;
  • Enter Message - The actual email message.

Using form data

You can show given answers inside your mails. These are available in both the subject and the message of a email. In that way you can for example address your recipient personally in the salutation of the email.

To do so, you can use piping values by typing the @ sign and then select the desired question you want to show the answer to.

More information can be found in this article on piping logic.

Example of selecting a piping value in an email message.

When is the mail sent?

Keep in mind the email only gets sent at the moment the respondent has passed the mailer block while filling in the form. So if you place the mailer block inside a certain branch, the email block only gets triggered when a respondent enters that specific branch. Your respondent doesn't see when a mailer block gets triggered.

It's also good to know the email only gets sent after completing the form. So it's not sent immediately when someone passes a mailer block, but only at the end of the form.

Use these helplines if you have any questions, problems or requests