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Student CRM Web Form Notification Email
Student CRM Web Form Notification Email

Get alerts each time a form receives a submission

Dom Yeadon avatar
Written by Dom Yeadon
Updated over 3 months ago

When setting up a web form, you have the option on Step 2: Configuration to receive an email each time a web form is submitted. This can be helpful to check a form is working as expected, or to alert colleagues about time-sensitive submissions.


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Every time the form is submitted, the email addresses listed will each receive an email notification:

Note: this does not contain any PII (Personally Identifiable Information) such as the student's name and email. You need to click on one of the email's links AND be logged into Student CRM to see that.

You can instantly click the links within to see which form was submitted, which app the data flowed into, and the Student or Contact's details.

When this is a good idea

It's not recommended for every form, all the time – that would result in a never-ending blizzard of notification emails. Nobody wants that.

So when is it a good idea to send an email notification?

  1. When setting up a new form, it feels good to prove it works for the first dozen or so (then you can turn it off, confident it is working well).

  2. When a form is important and somebody in the uni who is not logged into Student CRM needs to know if a special web form ever gets completed, maybe an emergency or a time-sensitive request.

  3. If you suspect an issue with a web form, add your email into the notification and click into a few submissions to see what is going on.

  4. Maybe you are one of those individuals who likes to 'keep an eye on things' every now and then. You have your own reasons. :)

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