Email & notifications

Receipt emails and notification rules

Customise the receipt email sent to buyers and per-form notification rules. Email settings are configured per workspace, and any form can override them (subject, body, receipt on/off, merchant notify) with a “use workspace default” option — resolution order is form → workspace → built-in default.

Every new form also starts with a default notification to you: a payment form notifies on sale.paid, a response form on response.submitted (its message uses the responder's name and email, because a response has no sale).

Switching a form's mode re-points that default notification onto the event the new mode fires — renaming the label alone does not opt the rule out of it — so a form you started as an order form and later switched to responses still tells you when someone responds. Only the default rule is moved, and only while its message is untouched: a rule whose subject, body or recipient you changed stays exactly as you wrote it, and a form whose rules you deleted stays silent. The label is a dashboard name, not a decision about the message, so a re-pointed default takes the system's own label for the event it now fires.

Dynamic placeholders

The subject and body support dynamic placeholders — {{ref_code}}, {{amount}}, {{items}}, {{buyer_name}}, {{form_url}}, {{date}} and any {{field_id}} — replaced with the real value for that sale or submission when the email is sent. The Placeholders reference lists every one, including the {admin_email} recipient token and the placeholders that carry no value on a response form.

Delivery tracking

Track delivery for every message: sent → delivered → opened → clicked. The status is per email, so a receipt that never arrived can be told apart from one that was never sent.

Addresses that should never be mailed are held on the platform's suppression list — see the email suppression list page for what gets on it and how an address comes off.