Exercise -- Send a notification after form submission

Let’s walk through a practical example. You can either watch an interactive demo, or continue with the tutorial below the video and put your editing skills to a test.

Imagine you’re part of a marketing team handling incoming requests for electric car loans. Timely follow-up is key because every form submission could represent a qualified lead. Setting up an internal notification ensures that no customer interest goes unnoticed or unanswered.

In this tutorial, you’ll create an internal notification that alerts your team when someone submits the Electric Car Loan form.

This exercise uses a built-in form and template from the Kbank demo site, with no coding needed.

What you’ll learn

By the end of this walkthrough, you’ll know how to:

• Create a notification email.
• Assign it to a specific form.
• Add internal recipients.
• Test that the email sends correctly and contains the data you need.

Before you start

Make sure you’ve logged into the Kbank demo site as an editor or administrator.

Step-by-step: Set up a form notification

Create and send a notification in an interactive walkthrough

Not a fan of reading? Fast-forward with our interactive demo that directly walks you through creating your own notification, step by actionable step.

Not interested? That’s okay. Continue reading to learn the full details of the process. You can even try it out on your Training website to get most of this guide.

1. Create a new notification

• In the Configuration > Notifications app, create a New notification.
• Configure the notification properties:
  • Notification name: Electric Car Loan Form Submission
  • Event type: Form submission
  • Forms: Request Electric Car Loan

2. Define recipients and select a template

• Under the Delivery section, add the following:
  • Recipients: administrator (e.g. your test admin account) and linda@kbank.localhost (a teammate)
  • Notification template: General email template
  • Sender email address: kbank@localhost.local

This part of the process ensures that key team members receive the email notification and that it goes out from the right sending domain (@localhost.local).

3. Compose your message

Now it’s time to write the subject line and body of the email. You can use macros to include dynamic content, like the form name and the visitor’s input.

• Subject:
  New Form Submission: {{FormName}}

• Body:

  Hello team,

A visitor has just submitted the Electric Car Loan request. {{FormData}}

You can view the form here: {{FormLink}}

Your notification system

This message will display the actual submitted data and include a link (though in the Kbank demo, this link may not be functional – more on that below).

4. Save and preview your notification

• Save the email notification draft.
• Preview your notification, and if you’re happy with the result, let’s get to testing.

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