Adding templates to notifications

Adding a default notification template

You can set a default notification that will be used for all notifications by default. If you have specific templates you want to use with specific notifications you can set those individually in the notification settings for each form.

  1. In your dashboard go to Forms > Settings > Email Customizer.
  2. Select a template in the Default Notification Template drop down.
  3. Click Save Settings at the bottom of the screen.

Add a specific template to a Gravity Forms notification

  1. In your dashboard go to Forms > Forms and click on one of your forms.
  2. Hover over the Settings tab at the top and select Notifications.
  3. Click on one of your notifications.
  4. Scroll down to the bottom and select the dropdown labeled “Email Template“.
  5. Select the template you want to use and click Update Notification.

Preview your template with real entry data

  1. While editing the same for you added the template to, select the Entries tab at the top of the page.
  2. Preview on your site.
    • Hover over the data in the first column of your entries list and you’ll see a link similar to “Preview Notification“. If you have multiple notifications you’ll see links for each one.
    • Click on one of these links to open a new tab showing a preview of the template populated with that entry’s data.
  3. Send an email to yourself.
    • Click on the text in the first column to edit an entry.
    • In the Notifications section on the right side of the screen select the checkbox next to the notification you want to preview.
    • Add your email in the “Send To” field. *If you do not add a custom email here, the email will send to the original notification recipient.
    • Select Resend.

Additional resources

Use the links below for more information and guidance on adding blocks. Keep in mind that these articles are general information related to the WordPress Editor and building with blocks. Gravity Forms Email Customizer does not utilize all blocks or functionality due to the limited capabilities of emails.

WordPress Editor