> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/forms/email-notifications-and-templates.md).

# 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*.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2F9MpBonf9K6nE49iK7et0%2FScreenshot%202026-09-08%20at%209.25.24%E2%80%AFPM.png?alt=media&amp;token=f2eff5b5-5ee0-4d88-a80c-c11ff0c07694" alt=""><figcaption></figcaption></figure>

#### 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).

{% hint style="info" %}
If the form should send a customer email every time, make the email field required.
{% endhint %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2F2NM95VffHQvw4JOt4RzD%2FScreenshot%202026-09-08%20at%209.25.55%E2%80%AFPM.png?alt=media&amp;token=99a831fc-d291-44e4-9af7-38a79bcd42e8" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FyFQAa5suN9qCLVQGnsVF%2FScreenshot%202026-09-08%20at%209.26.15%E2%80%AFPM.png?alt=media&amp;token=e1d46eb8-28c1-4ba9-9318-83a2ee6357af" alt="" width="563"><figcaption></figcaption></figure>

* **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.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FvZxVoK43GNvu3kF0qJF2%2FScreenshot%202026-09-08%20at%209.26.26%E2%80%AFPM.png?alt=media&amp;token=1f4cb872-3448-46a2-bde4-d7a2cb0cbe5d" alt="" width="563"><figcaption></figcaption></figure>

* **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.

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2F1vbOnKDBpz7n6cgYsOOr%2FScreenshot%202026-09-08%20at%209.26.41%E2%80%AFPM.png?alt=media&amp;token=c821b702-72a0-4778-90f7-2c4c2f706332" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
Keep **Default sender address** for best deliverability. A custom reply-to address on another domain can land in spam.
{% endhint %}

### Edit the templates

{% stepper %}
{% step %}

#### Open Mail Templates

From the main **Forms** list, open **Mail Templates** for the form.
{% endstep %}

{% step %}

#### Choose the audience tab

Switch between **Customer** and **Admin**.
{% endstep %}

{% step %}

#### Update the email subject

Write a subject line that makes the purpose clear.
{% endstep %}

{% step %}

#### Edit the email body

Update the HTML template with the content and variables you need.
{% endstep %}

{% step %}

#### Send a test

Use **Send test** before you publish changes.
{% endstep %}
{% endstepper %}

<figure><img src="https://393112916-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJ8asLD4FVCFagK40xEr4%2Fuploads%2FpwQEubkLneXTUVtdBKeO%2FScreenshot%202026-09-08%20at%209.32.03%E2%80%AFPM.png?alt=media&amp;token=b67e1327-f0b6-4f7d-82c5-60a92035af0a" alt=""><figcaption></figcaption></figure>

### 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](/forms/trigger-klaviyo-on-submit.md)

### Related guides

* [Building with forms](/forms/building-with-forms.md)
* [Trigger Klaviyo on submit](/forms/trigger-klaviyo-on-submit.md)


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