Back to Webforms: Setting Conditional Email Notifications Video
welcome in this part of the webform
series we're going to talk about how to
set up conditions for email
notifications now I'm just going to
preface this by saying that we actually
already have a video on setting up email
notifications so if you want to dig more
into that you can check out that video
this one is going to be specifically
focused on setting up conditionals for
emails now one reason why you might want
to set up conditionals for the emails is
that you know maybe you have something
like a contact form like we have here
where you want emails to only go out to
certain individuals in certain
conditions so in in this case I want to
set up this form so that only the
president is notified if someone selects
the president when they're filling out
this form or you know if someone selects
the website team then I want to instead
only send a notification to an
individual on the website team that this
form has been submitted not to the
president you know if you don't set up
these conditionals by default it's just
going to the form is going to go ahead
and send out an email to whoever it is
whenever it's done if you wanted to go
out to certain people at certain times
then you'll need to set up conditions so
to get that set up what we're going to
do is go into settings
and I'm gonna go to emails and handlers
and in this case I don't have any email
set up yet so I'm gonna quickly set up
an email notification again I'm not
going to go through how to set that up
completely I'm not gonna even completely
fill it out here if you want details on
that check out the other video but first
I'll need to get that set up so I'll do
that real quick here so let's make this
the one that will go out to the
president when someone selects the
president option on my contact form all
right and then I want to send to their
email address so I'll put that here all
right and then after you're done filling
out all the settings and stuff for your
email notification what you're gonna do
is click on this conditions tab now the
conditional logic used is sort of like
an if-then logic so what I'm gonna first
do is make sure that this condition is
enabled so I'm going to enable this and
then here you can choose whether if all
of the conditions need to be true that
you set up or if maybe just some of them
now it'll just give you one option here
but you can add additional conditions by
clicking this little plus and minus icon
and clicking this drop down here you'll
select which field which field this this
condition is going to be based on so in
this case that first field on my form is
the one with a drop down and it's where
people select where they want to contact
the President or the website teen or
whatever so I want this email to only
send out based on the conditions of
whatever option users select when they
click on this so I'm going to choose who
you want to contact and then when I
select here I'm going to set up how I
want this conditional play out so do I
want this to happen if you know just
generally if that feel the selector
filled out okay maybe in this case and
in most cases you'll probably want to
choose the value is option this will
mean that only in the condition where
this option is selected then the email
notification will go out so when you
choose value is and you've got something
like this where you have a drop-down
with some selections for people to
choose from then when you click on this
guy actually show you the various
selections that are on that field so in
this case this is for the president so
if someone selects the president in this
field then the email notification will
go out to the president so I'm going to
go ahead and click Save
and you'll see that now my email
notification is set up it shows the
president's email notification shows all
the details of the email notification
and in the status it shows conditional
so that I know that there's a condition
set on this if it's if there's no
condition set then it's not going to say
conditional there so I would continue to
go through each one through each one of
the notifications I want to set up so
you know if I wanted to have three
different people be notified depending
on what option is selected then I would
have to set up three different email
notifications
maybe there's a case where one person is
always notified and then the second
person depends on whoever selected so in
that case you know when I set up my
emails I probably set up just a generic
email that doesn't have any conditions
that always get sent out and then three
other emails that have conditions that
will go out to those individuals
depending on what option is selected so
I hope that was helpful for you if you
have any other questions you can feel
feel free to reach out to our partner
support or contact your project manager
you're working with and yeah that's how
you set up conditionals on emails