cognito-forms
I would like to create a Cognito payment form and I would like to send out a different email (with a corresponding unique mail merge attachment) for a completed payment vs an incomplete/unpaid submission.
While I realize that I can install an approval gate, I would much prefer this to be an automated process because otherwise it could be up to 48 + hrs before I am able to approve everything (depending on the numbers).
Yes Cognito Forms can send email notifications to one or more recipients letting them know that a form submission occurred with the option of also including the form values filled out as well.
Under Form Settings for your form there is a checkbox called "Receive email notifications". Add one or more email addresses separated by semicolons, click include details to include the data submitted with the form.
You can include entry details on the confirmation page in Cognito Forms, which will automatically include a read-only printable version of the form submission users can print for their records. Here are the steps to configure this:
This will make the full entry details appear on the confirmation page for the form.
Best Answer
I am a developer with Cognito Forms.
You can set up two conditional emails to go out, one if the payment is being made online (via the form) and a different email if the user will be paying via cash or check.
Both of these emails can be set up in the Email Notification area of Submission Settings. You can have both emails target a Choice field that is asking how the user will be paying.
Cognito Forms will not send out any email until the form has been submitted, and if payment is being collected on the form, a form must complete payment before it can be submitted.
There is not a way to have an incomplete/unpaid submission when you are collecting payment with a Cognito Form.