Chosen Name Custom Email Instructions

How to set up notification emails in Formstack that uses a responder's preferred name instead of legal name if one is provided.

1. Open Formstack in your web browser of choice (we recommend Firefox).
2. Open the form whose emails you would like to customize.
3. Ensure that the following fields are included on the form:
   • Name
     • Mark as Required
   • “Do you have a different chosen name?” or similar phrasing
     • Use the Radio Button field with “Yes” and “No” options
     • Mark as Required
   • Chosen Name
     • Mark as Required
4. Add logic to Chosen Name
   • Show this field when all of the following rules match: “Do you have a different Chosen name?” is Yes
5. Click on Settings on the right-side of the form’s navigation bar
6. Click on Emails & Actions on the left-side of the settings bar
7. Add a Notification Email
8. Adjust the Email Name to include “ – chosen”
9. For “Contents”, select “Custom Message”
10. Type out your desired message, leaving a space where you would like the name to be included.
11. Click and drag the Chosen Name form field (or the First/Last Name fields below it if you do not wish to use their whole name) into the space you left in the message.
12. Verify the remaining options in the email are to your liking, and then click Save Notification Email
13. Repeat steps 7-12 for the legal name (the field titled “Name”)
14. You should now have two notification emails- one for legal names and one for chosen names. On the right-hand side of the emails, you will see “Logic”. Click it.
15. Select “Add Field Logic Rule” and then set the following logic, being sure to click Save after each:

• Chosen Name
  • Send email when all of the following Field Logic rules match:
    Do you have a different chosen name? is Yes
• Legal Name
  • Send email when all of the following Field Logic rules match:
    Do you have a different chosen name? is No