Choose who receives form notifications

Choose who receives alerts from your site’s forms by email or text.

Open the right form

1. Open your site and choose your account.

2. Check the site name. If it’s the wrong site, select the site name at the top of the page to choose another.

3. In the site navigation, select Forms to open the form manager.

4. For the form you want to update, open Settings → Notifications.

5. Select the team notification’s name, often Admin Notification.

   A form may also have a Customer Autoresponse, which emails the person who submitted it. Check which notification you’re editing before changing recipients; not every form has both.

Choose email recipients

1. In Send To Email, enter the address that should receive submissions. For multiple recipients, separate addresses with commas, such as you@example.com, teammate@example.com.

   If the value is {admin_email}, it uses Admin Email in Site General settings. This is your site’s admin address, which is separate from your login email. Changing it does not replace an address typed directly into a notification. Check the site name when opening settings.

2. Check that you’re editing the team notification rather than the submitter’s auto-reply. Sender fields do not choose who receives the original alert; use Send To Email for that.

   • Lead notification — comes from notifications@carrot.com, with replies going to the submitter. The subject is “New submission from” followed by your form’s name, and the email includes a View in Carrot Lead Manager button.
   • Submitter’s auto-reply — comes from your site/company display name at notifications@carrot.com, with replies going to the site owner.

3. Optionally, in Message, edit the email’s content. To include a submitted answer, use the form’s merge-tag picker to insert that field. A merge tag is a placeholder replaced with the submitted value. Add a label, such as “Last name:”, before the tag so the answer has context.

4. Select Update Notification. If a field shows an address error, correct that field and save again.

5. In Notifications, check that the notification shows Active. If it shows Inactive, use its status control to activate it.

Choose a text-alert number, if available

SMS notifications send alerts to your team’s phone. If you have access to SMS Notifications under Forms, you can set them up separately from email.

1. Open Forms → SMS Notifications and select the notification for your form. If it isn’t listed, select Add New and choose your form in Select Form.
2. In Override Company Number, enter the mobile number that should receive alerts. Leave it empty only if you want to use the Phone in your site’s Company Information. To check it, open Site General settings and confirm the site name first.
3. Optionally, in Include User Form Fields, choose the submitted fields to include.
4. Select Save Notification for a new notification, or Update Notification when editing one. Look for SMS Notification Updated.
5. In SMS Notifications, hover over the intended form’s status icon to check whether it is Active or Inactive. If it is Inactive, select the icon to activate it.

If the page reports a service or phone-number error, contact support with the message shown.

Test the notification

1. On your public site, submit the form you just configured using test details you control.
2. Check the email inboxes and, if configured, the phone you chose. A saved setting alone does not confirm delivery.

If an email doesn’t arrive, check spam, then recheck the form, notification status, and recipient address. For a missing text, recheck the notification status and phone number. If the test email or text is still missing, use the dashboard help drawer’s Support tab, or start a chat. Include the form name, the time you sent the test, and which alert failed. Avoid using a real lead’s details in a test.

Text alerts may leave out fields

Some mobile carriers don’t allow personal information to be sent by text. When that happens, a text alert may not include every field you chose in Include User Form Fields. To see every answer, open the lead in Carrot Lead Manager, or use the View in Carrot Lead Manager button in the email notification.