How to Automatically Email Clients a Copy of Their Form Submission in Zibster
Overview
You can automatically email clients a copy of their responses after they submit a Zibster form. This is helpful for questionnaires, contracts, surveys, order forms, and booking forms. Clients can keep a record of their order selections, review the date and time they booked, or refer back to the information they provided. This guide explains how to enable the email and customize the subject and thank-you message.
STEP ONE
Log in to your Zibster account and click FORMS in the left-side menu to open your Forms Dashboard.
STEP TWO
Click FORMS at the top center of the Forms Dashboard.
This opens the area where you can manage your existing forms and create new ones.
STEP THREE
Click the name of the form you want to update.
If you need to build a form first, click CREATE NEW FORM and add your fields before continuing. Include an email field so clients can enter the address where they want to receive their submission copy.
STEP FOUR
Click the GEAR ICON in the upper-right corner of your form editor, then click SETTINGS.
STEP FIVE
Under THANK YOU MESSAGE, customize the SUBJECT and MESSAGE fields.
The SUBJECT becomes the email’s subject line and appears as a heading above your thank-you message. Choose wording that helps clients recognize the email, such as “Thank You for Your Order” or “Your Booking Details.”
Use MESSAGE to thank clients, explain what happens next, or provide additional instructions. Their submitted responses appear below this message automatically, so you do not need to manually add their answers to your message.
These settings also control the thank-you message displayed after the form is submitted.
FINAL STEP
Under EMAIL THANK YOU MESSAGE, select YES, then click SAVE CHANGES.
Clients who submit this form will now automatically receive an email containing your thank-you message and a copy of their responses. The email is sent to the email address they entered in the form.
Submit a test using your own email address to review the subject, message, and submission details before sharing the form with clients.
What Your Clients See
The email appears in the client’s inbox with your business name as the sender and your customized subject line.
Inside the email, clients see your business branding, thank-you message, form name, and submitted responses. Their answers appear directly in the email, so they do not need to open an attachment to review them.
This is useful for several types of forms:
- Order forms: Give clients a copy of the items, quantities, preferences, and other order details they submitted.
- Booking forms: Give clients a record of the date, time, service, and other booking details they selected or entered.
- Questionnaires and surveys: Let clients keep a copy of their answers.
- Contracts: Give clients a copy of the information they submitted for their records.
The details included depend on the fields in your form. To include a booking date, time, or order selection in the email, your form must collect that information.
Helpful Notes
Client emails and business notifications use separate settings.
EMAIL THANK YOU MESSAGE controls the email sent to your client. EMAIL NOTIFICATION lets you specify where your business receives email notifications about form submissions.
A submission copy is separate from a payment receipt.
Clients who make a payment through your form receive a payment receipt. Enable EMAIL THANK YOU MESSAGE when you also want them to receive a copy of their form responses.
Enable this option for each form.
Turning on EMAIL THANK YOU MESSAGE for one form does not enable it for your other forms.
Troubleshooting
If a client does not receive their submission copy:
- Confirm that EMAIL THANK YOU MESSAGE is set to YES for the correct form and that you clicked SAVE CHANGES.
- Review the submission to verify the email address the client entered.
- Ask the client to check their spam or junk folder.
- Submit a test using your own email address to check delivery.
Need Help?
Zibster Support Hours: Monday–Friday, 9am–6pm EST
Phone: 844.353.3412
Channels: Phone, Live Chat, Support Ticket
