This article covers the emails sent after someone submits a form, and what they see on screen once they've submitted.
The emails use the same Vega documents (templates) as the rest of Vega. Create or edit the wording in the Vega dashboard, then choose the document here.
Where emails are set
| Where | What's there |
|---|---|
| A section's Emails tab | The documents that section sends, e.g. the Payment section's donation acknowledgements. The tab only appears on sections that send something |
| Form settings → All emails | The emails for the whole form (below), and a list of every email the form can send, by section, with the document chosen. Change opens that section's Emails tab |
Emails for the whole form
| Setting | What it does |
|---|---|
| From email | The address the form's emails come from. Leave blank to use the default |
| Notify staff | Sends a staff notification when the form is submitted |
| Send to | Who gets the staff notification. Separate several addresses with commas |
| Staff notification document | The notification's template |
| By reason for contact | Only when a Comments section asks for a reason for contact: a notification for each reason, sent to its own addresses in place of the main one |
Which email is sent
Vega picks the right email based on what was submitted.
| Section's Emails tab | Documents |
|---|---|
| Donation amount or Payment | One-off donation acknowledgement, Recurring donation acknowledgement, Pledge acknowledgement |
| Membership | New membership (also sent when a more specific one below isn't chosen), Membership + donation, Membership renewal, Renewal + donation, Gift membership, Gift membership + donation |
| Tickets | Ticket email, Attendee acknowledgement, Event donation receipt, Default acknowledgement |
| Contact details, Comments (on a contact form) or Unsubscribe | Default acknowledgement |
Only the documents a form can actually send are shown: no recurring acknowledgement without a regular frequency, no pledge one without pledges, no renewal or gift documents unless the Membership section asks.
Memberships
- The membership documents are used whenever a membership is chosen, on any form with a Membership section: Membership, Registration or Donation.
- A new membership gets the New membership document, however it's billed (monthly, annually or once).
- On a form with a membership, the donation is acknowledged with the membership (Membership + donation, Renewal + donation…). So the Payment section's Emails tab doesn't offer the one-off or recurring donation documents there, only the pledge acknowledgement if pledges are on.
- A gift membership document is only used when the buyer actually ticks the gift box and gives the recipient's details.
Documents chosen by rules
Pathway rules and designations can choose a different acknowledgement for particular payments. A section's Emails tab lists the rules that do, under Set by rules (for example Gold memberships, renewals → Gold renewal letter), with a Change in Vega setup link. They're listed in All emails too, marked Rule. See Routing payments with pathways.
Emails are only sent once Vega has a real, completed submission. For card payments, that means once the payment has gone through.
What people see after submitting
Set this under Form settings → Settings → After submitting. Choose one, and only its setting shows:
| Choice | What people see |
|---|---|
| Show a message | A short message with a tick, in place of the form's questions, e.g. Thank you for your submission. |
| Show a Vega document | A thank-you document on screen, which can include details from the submission (below) |
| Go to a web page | Another page, opened after submitting (see below) |
Until a document is chosen or a web page entered, the message shows. Switching to another choice clears the one before, so what you see is what the form does.
Web pages on other websites
For security, forms only open pages on the forms site itself automatically. If the web page is on another website, such as your own thank-you page, people stay on the form and see the thank-you message, with a note: For your security, this form does not automatically redirect to external websites. This is deliberate.
Thank-you documents and merge tags
A thank-you document can include details from the submission. Hover over the ⓘ for the list:
| Merge tag | Shows |
|---|---|
| #Salutation#, #FirstName#, #LastName#, #AccountName#, #EmailAddress# | The person's details |
| #DonationAmount#, #MembershipAmount#, #TotalAmount#, #Frequency# | What they paid |
| #MembershipType# | The membership they chose |
| #TicketQty#, #TicketSummary# | Their tickets |
| #OrgName#, #LogoPath# | Your organisation's name and logo |
| #Date# | Today's date |
Receipt numbers and signatures can't be used on the thank-you screen, because they're only known once Vega has processed the payment.
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