Confirmation email on Profile submission

[mbriney]

I've noticed that there isn't an email confirmation option for a profile form submission like there is with donation confirmations and event sign-ups.  We utilize the profile forms quite often for sign-ups, volunteer requests and other non-transactional needs.  The confirmation email provides us with an opportunity confirm the request as well as drive that person to further action when they check their email.

I am wondering if there is any extensibility in the System Workflow Messages to be able to create additional workflows for profile submissions by the profile ID or some other workaround to allow us to send email confirmations?

[Donald Lobo]

hey matt:

for now the easiest option is to do this via a postProfile hook on the profile form. Another potential option is to extend the rules integration and create actions and events for this case and then send via rules

In the medium term would be great to specify a message template that can be associated with a profile the specifies the message. We suspect it makes a lot more sense to make these message templates "user workflow" since different profiles will have significantly different messages (volunteer vs newsletter sub etc). This will involve a couple of DB changes and is probably a 10-30 hour project. A good candidate for a future code sprint

lobo

[mbriney]

Thanks lobo, I was hoping that we could use something existing so that it would not be so Drupal specific.  We'll probably move forward with building out a quick module to handle this feature but we would be very interested in helping to get it integrated at a code sprint.

[Donald Lobo]

hey matt:

if u'll are willing to commit some time to this, wanna do a virtual code sprint and get this feature into core? We can take care of the db side of things and maybe changx can do the php part of things?

lobo

[xcf33]

I can take a look, a few areas that I'm not familiar though :p

using quick form to add the appropriate inputs for

• Mailing Toggle
• Mailing Subject
• Mailing Body

Also I guess how to plug the notification email into the messaging templates.


Any guidance would be much appreciated

[YMNathaniel]

Subscribing 

[Traveler777]

+1 - Noticed this too, when trying to use a profile form for newsletter subscription. I think people expect to receive a confirmation email.

[Donald Lobo]

check

https://github.com/emotive/CiviCRM-profile-notification

lobo

[Dave Greenberg]

+1 - Noticed this too, when trying to use a profile form for newsletter subscription. I think people expect to receive a confirmation email.

For 'mailing list signups' via Profile, CiviCRM will send an email "confirmation request" IF you have the CiviMail module enabled. The contact is added to the mailing list group in Pending status until they reply to the confirmation. Note that this is different from the feature Matt and Chang are working on - which is sending a confirmation for an Profile form submission.

[sonicthoughts]

Anyone have a clean solutions for this.  Have a simple profile, need a confirmation sent (not opt-in to mailing list though) ... any thoughts to trigger profile without extra code?  Webform and rules are two possibilities, but wonder if there is something that doesn't require additional modules.

[Coleman Watts]

FWIW setting up an opt-in form with Webform is very simple and the email does not require rules (webform can send emails directly).
This way you also get to use Mollom, etc which is very helpful for public forms.

[sonicthoughts]

Yes - I absolutely LOVE webform!!! However, I'm a bit concerned about it's future.  Didn't you say that you plan to bring that functionality into native civicrm?  Want to avoid a port of anything (especially if it is in the near future.)

I would live in webform if it were not for:
1. no payment method
2. drupal specific (one day want to move to wordpress for some clients when more mature.)
3. Possible change / migration issues if functionality will be moved into civicrm core or as an extension.

Sorry if this is a bit off topic, if you want to discuss further, happy to move thread.....

BTW - Coleman you are totally my hero with your contributions that help mortal, non-programmers like me

[Coleman Watts]

Well since you brought it up here I'll just quickly respond that:
- Yes it is drupal-specific
- But it's here to stay and will be supported/maintained for quite some time
- And no it doesn't take credit cards... although it can redirect to a contribution form

I like to think of webform similarly to views: Views doesn't replace CiviReport, but it's good for some things that CiviReport isn't, and vice-versa. So use Webform for what it's good at, and ditto for profiles.
BTW we will be working to enhance profiles over the next few years, but I think Webform will always have it's place.

[sonicthoughts]

Thanks for the quick update.  As for event registration via webform with online payment, the challenge is that the way the event system workflow is designed (ie, registered, pending, etc.) really makes it hard to integrate.

I have a client who wants a brief questioner filled out by an anonymous user as part of the registration.  Rather than put it in fields and a profile, I'm thinking that there is probably a way to trigger a webform with a hash token after paid registration and send them to the authenticated form.  Have to investigate it a bit, but I think all the pieces are there to accomplish w/out programming.

[peraf]

Would love to have this feature in future versions.   For our use it is quite essential.