I can confirm that internal marketing emails in workflows are currently the fastest and easiest way to set up notifications to external parties. (I’ve set this up a few times recently and it works without issues.)
There are a few things I’d like to add:
- Other than the native form submission notification, @SBell49, you would work with personalization tokens to build your own notification. You can fully design the automated email to your design requirements and would then include the form input in the email body by spelling it out like this:
Name: [personalization token for first name] [personalization token for last name]
Email: [personalization token for email]
Company name: [personalization token for company name]
etc. - If you’re using transactional emails as a subscription type, I’ve found this to work best with the least amount of troubleshooting. If you’ve enabled the GDPR features including the ‘legal basis required’ option, I’ve had issues in the past where contacts where excluded from the internal marketing email send due to a lack of opt-in into the subscription type used for the email. In that case, make sure your notification recipients have the opt-in for the subscription type.
- To send the notification in BCC to an internal email address, for recordkeeping, for example, you would simply repeat the automated email send action in your workflow twice. I’m often being asked for a copied or bcc email address but it’s not possible. You simply have to repeat the action.
- Make sure to test everything with internal addresses before you unleash it onto your partners. Also, when enabling the workflow, you’ll likely only enroll contacts who meet the trigger criteria from that point on. A few wrong clicks and you could be sending hundreds or thousands of notifications at once.
Let me know if you hav any follow-up questions!