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NEX-Forms Documentation

Documentation & Tutorials for NEX-Forms version 8.0 and above

How to set up Dynamic Email Recipients

You can configure dynamic email recipients by using any selection field's option VALUES to specify recipients (email addresses) and depending on the choices users make in the form emails are sent to the right person or department automatically.

This article will guide step by step to set up Dynamic Email Recipients based on user input.

TAKE NOTE:
In this exersize we will be using a simple contact form with an additional field called "Department". This field will be used to change the Email address in the Email Recipients List.
Dynamic Email Recipients - Example Form
This is a form example to illustrate using a selection field (Department) to automatically change the email recipient.

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Dynamic Email Recipients - Step by Step Guide
  1. Edit or create a new form.
  2. Add a new Radio Button field and label it Department
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    NEX-Forms - Success Message - Figure - 1
  3. Edit the Field's Input Settings and change the options to:

    sales@yourdomian.com==Sales
    marketing@yourdomian.com==Marketing
    hr@yourdomian.com==Human Resources
    techsupport@yourdomian.com==Technical Support
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    NEX-Forms - Success Message - Figure - 1
  4. Open your form's Email Editor
  5. RIGHT CLICK in the Email Recipients Setting.
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    NEX-Forms - Success Message - Figure - 1
  6. Select the Department field from the Context Menu Popup.
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  7. The field's Data Tag will now be generated in the Email Recipients list.
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    NEX-Forms - Success Message - Figure - 1
To sum up:
Depending on the selection made in the "Department" field by the user in the form, the data tag {{department}} will be replaced automatically with the VALUE of its selected option. In this case the value of a selected option is an email address.
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This article was last updated on 19 November 2024
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