How can I create an alert/ notification when someone signs contract?

  • Profile Image
    13thfloormusicllc
    Asked on September 11, 2017 at 12:43 PM

    Hi there!  I am curious to know if there is a way I can set up an email/ alert to notify me when a contract has been executed.  If so, could you walk me through how to set this up?

     

    Thank you,

     

    Amanda

  • Profile Image
    Marvih
    Answered on September 11, 2017 at 12:58 PM

    This would be the best guide to follow https://www.jotform.com/help/25-Setting-up-Email-Notifications


    If you have question/clarification don't hesitate to reply back.

    Thanks,

  • Profile Image
    13thfloormusicllc
    Answered on September 11, 2017 at 02:43 PM
    This is very helpful. Thank you! One super quick question- when it says
    "reply-to email" with the option of "Terms & Conditions" or "Outstanding
    Items", what does this mean?
    Ideally, I would like to receive a notification when someone signs the
    contract. Which do you advise I select?
    I have included a screenshot attached to this email as well.
    Thank you for your help!
    Amanda
    ...
  • Profile Image
    Marvih
    Answered on September 11, 2017 at 03:09 PM

    I advise you to add an email field into your form, so that when you receive a signed contract, you will also know the email address of the person who signed.

     

    Select "Email" in your Reply-to Email, only if you considered adding an email field into your form or just use "Please select".

    Benefit of adding an email field for the customer is, you can just click the reply button in your email if ever you wanted to communicate to the customer.