This article covers a common use for automations to send a confirmation email after an Airtable form has been submitted. In this article we'll use this event planning template as a real-life example to demonstrate this functionality.
Add a form
To start, you'll need to create an Airtable form. You can create a form by opening the view sidebar and adding a form view. Your form must have an email field to collect email addresses from event registrants in order to send the confirmation email.
Create a filtered view
Next, you'll need to setup a new filtered view that will be used to display only new event registrants. In the example below the filter is configured to only show records where the Type field is not Speaker. In this example scenario we are assuming that all form submissions are only available to event attendees, and speakers are added manually. That means that only records for attendees will show in this view.
Setup an automation trigger
The next step is to setup an automation trigger to look for new records added to the Attendees view we just configured. The automation will trigger (run) for every new record that is added to that view. In our example, records are added to this view after someone fills out the event registration form.
Setup an automation action
To send the confirmation email we'll use the Send an email action which is covered in more detail in our in this article. To set up the "Send an email" action click the blue "+ Add Action" button. Then, click on the "Send an email" option. This will bring up a box with configuration options to add recipients, a subject line, and the message body.
For the To field, we'll select the email field used to collect registrant email addresses.
You can then configure the other available fields. By clicking on the "Show more options" drop-down arrow, you will have the ability to customize four additional parts of the automatic email you send out, which includes "CC", "BCC", "From name", and "Reply to". It's a good idea to BCC your own email address. You can remove your email address after the automation is confirmed to be sending the email correctly.
Our native Send email action may not be the best choice in every situation. Consider also testing out functionality with our Gmail: Send Email
and Outlook: Send Email
Test and review the confirmation email
After your message looks the way you want it to you must click "Run test" to ensure the action is working properly. If the test runs successfully, then at this point it's a good idea to check that the test email sent successfully. If so, you can now turn on the automation.
Every time someone registers for an event they'll receive the confirmation email you created!