Sitecore WFFM : Setup Send Email Message Save Action with Form values properly populated

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When I was browsing in the Sitecore Community yesterday, I saw this post that – I think – can be further elaborated.

This is actually a common problem with WFFM, if you accidentally didn’t do it right, you will end up having a not-well-formatted email and your customers whom will receive your email will start analyzing jargon words that they didn’t understand at all.

So, let’s setup first your Send Email Message.

Assumptions:

  1. You already have a form, by default it is located here: /sitecore/system/Modules/Web Forms for Marketers/Website/YOUR_FORM
  2. You already set up the fields. In this case, First Name and Last Name

Sitecore WFFM - Location of Form items

Action steps: Create Send Email Message save action

  1. Open the Save Action dialog box by navigating to Forms tab > Form group > Save Action command
  2. In the Actions tab > Save actions dropdown, select the Send Email Message then click add.

Sitecore WFFM - Save Actions dialog box

Next Action steps: Edit the Send Email Message save action

Sitecore WFFM - Edit the Send Email message save action

Followed by populating the form details, as shown below. Then click OK, and click OK again.

Sitecore WFFM - Fill up Send Email Editor

In the above figure, I highlighted the Insert field dropdown because – normally – it led to a problem when typing the [First Name] and [Last Name] manually. Do not ever do that.

Why? If you open the HTML tab, still in the above Send Email editor; You will noticed that it creates an ID attribute for each of the fields you inserted.

Now, let’s try to add the [First Name] and [Last Name] manually. I removed the previous message on this demonstration.

Sitecore WFFM - Insert field via dropdown and manual typing

And open the HTML tab again, and compare the difference.

Sitecore WFFM - Send Email Editor HTML Tab.JPG

Pasting the HTML markup, as well.

Hello [<label id="{9AD96914-B2CC-4D21-B168-839C467F602F}">First Name</label>]&nbsp;[<label id="{45E682DE-CCB1-4AEB-930E-CFCD6617F866}">Last Name</label>] : Via <strong>Insert field</strong>
Hi [First Name] [Last Name]: Via <strong>Manual typing</strong>

You see the difference? 🙂

Let’s try to send it, to totally compare the output of these two actions we did (via Insert field & via manual edit) on the next posts:

  1. Configuring the Send Email Message Parameters
  2. Receiving the Send Email Message by populating the form
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