How to Send Email Summaries from WordPress Forms

Do you sometimes forget to check your form entries? Well, you won’t anymore because now you can receive summaries of form submissions in your email once a week. Let’s check out how.

Use cases

• You get a weekly update of all your forms
• You can decide which submissions to check out in detail from the email form summaries

How to send email summaries from WordPress forms

We’ll use Fluent Forms, a WP Forms to create this tutorial.

Step 1:

From the left-hand menu of your dashboard, go to Fluent Forms. From the menu that expands, select Global Settings → General → Email Summaries. 

Step 2:

Enable email summaries by ticking the box. Select between Site Admin or Custom Email. If you select Custom Email, enter the recipient’s email address. Then choose the day of the week you want the email summaries to be sent and the subject line you want.

Step 3:

Save the settings by clicking on the Save Settings button at the bottom of the page.

Related features

Conditional logic in email notification

You can receive and send email notifications for particular forms. For example, if there’s only one job application form for different departments, you can send notifications for the applications of each department to their dedicated email addresses. You can also get the attachments with those forms in the email.

Send form data to your CRM

You can send form data automatically to your CRM using Fluent Forms. It integrates with Insightly, iContact, OnePageCRM, Pipedrive, amoCRM, Automizy, Constant Contact, Salesflare, SendFox, CleverReach, Zoho CRM, Moosend, MailerLite, Drip, CampaignMonitor, Mailchimp, GetResponse, GetGist, Salesforce, FluentCRM, and ConvertKit.

Update your project management board automatically

If you integrate a form with your project or data management platform, the data on your platform gets auto-updated with each form submission. For example, the entries automatically transfer to your Notion or Google Sheets database, and new cards are created on the designated Trello list. You can also get instant notifications on your Slack channel. It even auto-updates data on your project management plugin, Fluent Boards.

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