Configure Receipts Delivery Mode

   Journey Manager (JM) The transaction engine for the platform.  |    System Manager / DevOps  |  All versions This feature is related to all versions.

Manager automatically sends users a confirmation email with a receipt when they complete submissions.

To customize the receipt delivery:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Select the Flow Config tab.
  4. Select one of the following options from the Send Confirmation Email to User dropdown:
    • None – doesn’t send a confirmation email to the user. Use this option to turn off the auto-confirmation email.
    • Confirmation – sends a confirmation email with no attachment or link to the PDF receipt.
    • Confirmation and Receipt Attachment – sends a confirmation email including the receipt PDF file.
    • Confirmation and Receipt Link – sends a confirmation email containing a secure link to the receipt PDF file.
  5. Select the Show PDF Receipts checkbox to offer users of the form the opportunity to see the PDF receipt on the Confirmation Page that can be set up to appear as soon as the user submits the form. If no Confirmation Page is set up, then this setting is ignored. If Skip Confirmation Page is selected, this setting is ignored as well.
  6. Click Save to update the changes.

Next, learn how to configure form flow.