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Email notifications and templates

Choose recipients, set where replies go, edit customer and admin templates, and send test emails.

Use this when a form should send confirmation emails, admin alerts, or both.

How form emails work

Each form has two email flows, each with its own card in the form editor:

  • Customer Confirmation Email: sent to the person who submitted the form.

  • Admin Notification Email: sent to your team when a submission comes in.

You manage recipients, reply-to, and template content separately for each.

Choose who receives emails

Customer confirmation email

Use Customer's Email Comes From to choose the form field where the customer enters their email. The confirmation is sent to the address they submit there.

Only Email-type fields appear in the picker, so add an Email field to the form first. Until the form has one, the card shows No email fields yet.

Admin notification email

  • Send Notifications To: your team's fixed addresses. Add an email and press Enter, as many as you like. These addresses receive every submission.

  • Also Send to Email Fields From This Form (Optional): sends a copy to whatever address is captured in the selected field(s).

If the form should send a customer email every time, make the email field required.

Choose where replies go

Both email cards have a Reply-To Address setting: where replies land when someone hits Reply.

  • Default sender address: replies go back to the address the email was sent from. This is the default.

  • A specific email address: replies go to a fixed address you type in Reply-To Email, for example the store's own inbox when emails are being sent for a specific store.

  • An email field from this form: replies go to the address the customer submitted, using the Email-type field you pick in Reply-To Field. Set this on the admin notification and your team can hit Reply and write straight back to the customer.

Keep Default sender address for best deliverability. A custom reply-to address on another domain can land in spam.

Edit the templates

1

Open Mail Templates

From the main Forms list, open Mail Templates for the form.

2

Choose the audience tab

Switch between Customer and Admin.

3

Update the email subject

Write a subject line that makes the purpose clear.

4

Edit the email body

Update the HTML template with the content and variables you need.

5

Send a test

Use Send test before you publish changes.

Common template data

The editor supports form and shop data.

Common values shown in the template editor include:

  • form column headings

  • submitted values from each field

  • shop.name

  • shop.email

  • shop.url

Use consistent field names in the form builder so the template stays easy to maintain.

Practical setup rules

  • Keep the customer subject short and clear.

  • Include the submitted values in admin emails.

  • Test after renaming a field.

  • Re-test after changing required fields.

Troubleshooting

Customer emails are not sending

Check these first:

  • the form includes an email field

  • the correct field is selected under Customer's Email Comes From

  • the submission included a valid address

Admin emails are not sending

Check these first:

  • at least one fixed admin address is entered, or an email field is selected

  • the form was submitted successfully

  • the template changes were saved

A template shows blank values

Check whether the field name changed after the template was created.

Important interaction with Klaviyo

If Trigger Klaviyo event on form submission is enabled, Roadmap's automatic customer confirmation email is disabled for that form.

Roadmap still sends the admin notification email.

Read next: Trigger Klaviyo on submit

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