Internal Alert question regarding contents from a submitted Form?

Question

I have an embedded contact form on my WordPress site.

When users submit the contact form, I need to disable two-factor opt-in in order to receive the alert that a submission has been made. I’m now receiving these alerts, whereas before I wasn’t - likely because users weren’t clicking the second opt-in email confirmation.

Secondly, how can I make it so that when an existing user or profile submits another contact form, I still receive the internal alert notification in my inbox?

Finally, I’d like the internal alert email I receive to include all the information from the contact form - specifically the person’s first name, last name, and the message they submitted.
If I have other forms with custom fields (like my Bulk Order Request Form), how can I include those custom fields in the email as well?

I’m not sure if this last part is possible, but can the email I receive also be set up to auto-reply to the user who submitted the form?

How can I set this up?

Thanks.

Byrne C · Accepted Answer

Hi ​@fandf,Happy to answer your questions!Firstly, double opt-in is enabled and disabled on the list-level. You’ll want to go to the list that your form submits to, navigate to it’s settings, and then change the Opt-in process to Single opt-in, then save. Doing so will make it so people who fill out the form don’t have to confirm in an email that they’d like to subscribe.To ensure you receive an internal alert every time somebody submits a form, I’d recommend creating a flow triggered by the event “Form submitted by profile”, and add an internal alert to that flow, setting yourself as the recipient for that internal alert.Finally, you’ll want to use personalization tags to pull information from the form the person submitted into your internal alert. The {{ first_name }} and{{ last_name }} tags will pull in their name. I’m assuming that when a person submits a message, it adds that message to a property on their profile, right? To add in the message they submitted, you’ll need to know the name of the profile property that’s set on their profile when they submit a message, and you’d use a tag with this format:{{ person|lookup:'PROPERTY_NAME' }}. Note that you’ll need to replace PROPERTY_NAME with the actual name of the property being set. Using this same method, you can also include these profiles’ responses to other forms in your internal alert, as long as each response created a profile property with it’s own unique name and value.After you’ve done this, you can add in an email directly under the internal alert that will send a message to the person who filled out the form. You’d style the email however you want, but you’d use the same personalization tags I mentioned above to display their responses!If you have time, I recommend taking a look at our Message Personalization Reference help article.It has a lot of useful information on how to use personalization tags, and how to create tags for your own custom profile properties.

fandf · Answer

Thanks so much ​@Byrne C.I’ve now managed to receive the notification when a new user submits a contact form, and I’m also receiving the message itself, which is great.There are still a couple of things I’m trying to sort out:When I receive the notification email, I currently have to manually copy the user’s email address into the reply field so I can respond to them personally. (I don’t want them to receive an automatic reply, as you mentioned above.) Is there a way to automatically set the user’s email as the “reply-to” address?I still can’t get internal alerts to send to my email when an existing profile submits a second contact form. The submission is being recorded correctly within Klaviyo, but the internal alert email just doesn’t seem to send.I’ve created the flow trigger “Form submitted by profile” and experimented with the trigger filters, but I still can’t get it to work.I’ve also noticed there are multiple fields like form_id, form_ID, form_version_id, and formVersionID. Are these automatically generated from forms I’ve created in the past, and do they each refer to something different?

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