Send Email When a Button Is Clicked

Goal

When a visitor clicks Submit, send an email to your customer service inbox with the subject Customer sent a message and the visitor’s message in the body.

Try it yourself

Steps

1. Add the form fields

Open your project in the builder (or create a New Form). Add:

On the Email field, open Validation → Required → Required, Type → Valid email.

The form should look like on the screen below:

2. Add a variable for your inbox address

The Send Email action needs a Recipient — the address that receives the notification (your support / BOK inbox).

1. In the left sidebar, open the Variables tab.
2. Click New Variable.
3. Set Name to bok_email and Value to your team inbox, e.g. support@yourcompany.com.
4. Save the variable.

This value is not shown to visitors; it only tells Calcopolis where to deliver the email.

Before you continue: click Save → Save Draft in the builder toolbar. The message editor needs your form variables (email, message) — they are only available after the project is saved.

3. Create the message template

1. From the main menu, open Messages.
2. On the New Message card, click Create.
3. Fill in the template:

In the message body, insert the visitor’s text with variables:

A customer submitted the contact form.

Email: {{email}}

Message:
{{message}}

Use the Variables panel on the left to see available names (email, message). Type {{email}} and {{message}} exactly as shown — they are replaced with form values when the email is sent.

1. Click Save.

4. Add the Send Email action

1. In the builder, select the Submit button.
2. Under On Click, click Add action.
3. Find Send Email and click Connect.

5. Configure Send Email

1. Click the settings icon next to Send Email.
2. On the Setup tab:

1. Close the dialog.
2. Click Save → Save Draft.

6. Test in Preview

1. Switch to Preview.
2. Enter a valid Email and a short Message.
3. Click Submit.

Verify

1. Check the bok_email inbox — you should receive an email with subject Customer sent a message and the visitor’s text in the body.
2. Optionally, from the main menu open Messages and confirm the Emails sent counter increased.

For a live embedded form, publish the project (Save & Publish) before testing on your website.

Troubleshooting

See also

• Save a Lead from Your Form — store submissions in Leads instead of email
• Button — On Click actions
• SEND_EMAIL Command — all Send Email options