Step-by-Step Guide
Step 1: Connect Your Form to Your Chatbot First, navigate to your bot and ensure that the form is connected to your chatbot.
Go to Channels.
Here you will see your form listed. For example, an opt-in form.
To add a new form, click on Add Channel, then select Opt-in Form. Give it a name and click Create.
If you have multiple forms, you can manage them by adding or removing as needed.
Step 2: Configure Email Automation for Form Submissions To ensure that the form data is sent directly to your email:
Navigate to Forms.
Select the form you created and click on Mail Automation.
Enter the Owner Email address where you want to receive the form submissions.
Click on Save Changes.
Step 3: Test the Form Submission Now, let's test the form submission process.
Go to your chatbot where the form is connected.
Fill out the form with the necessary information (e.g., email, name) and click Submit.
Once submitted, you will see a confirmation message stating that your information has been successfully sent.
You can also view the collected data under Collected User Info in the chatbot dashboard.
Step 4: Check Your Email Finally, check your email to ensure you received the form submission data.
The email you receive will have the subject New User Info Submitted for Chatbot followed by the name of the chatbot.
The email will contain the actual information filled out in the form.
A link will be provided to view all the collected data for the chatbot, directing you to the Forms Channel.
Conclusion
I hope this guide gave you a better understanding of how to send the collected data from a form directly to your email address. Thank you so much for watching!
Feel free to reach out if you have any further questions or need additional assistance. Happy form collecting!
