This can be done using the Lead Notifications. Lead notifications basically are messages you can set up so when a lead or customer subscribes to your campaign, whether via form or text, the software will send you an SMS, Email or both notifying you about the subscription. You can customize the message all you want. For example you can include the subscribers name, email and phone. And most importantly, in relation to this article, you can include the answers they've provided to custom fields in the form.


First, you need to create global custom fields inside the software Settings. Global custom fields can be set up the same as campaign-specific custom fields though the difference is that global custom fields can be used and enabled on all campaigns. (Basically, you can also set them up as campaign-specific custom fields but the global custom field route would be quicker)


And, as what this article is all about, global custom field responses can be inserted as merge codes in email templates.


For example, let's say we have these 3 questions/custom fields in our form:


Then we can set up an email template inside the campaign's properties (edit the campaign). Once you're inside the campaign properties, open up the Notification Settings (where the lead and inbox notifications are located at).


Now before anything else, make sure that the Full lead notification is enabled.


Next, go to the Lead Notification Email part and hit New to create a new email template on the spot.

Then, in the Email Text Box, open up the Personalize dropdown menu as that's where the merge codes for the custom fields are.

Then, scroll down until you find the custom fields section and there you can find the merge codes for the global custom fields that you setup in the Settings. For example, below are the fields that was set up here awhile ago in the Settings > Custom Fields.

You can insert those codes into the email body and the recipient (whether it's you or your client) will receive an email containing the answers to those custom fields. You'll also want to place the merge code for the subscriber's name, phone and email to filter out the answers for each subscriber.


Now, before saving the changes, make sure that you've placed the recipient's email address in the Email field.

After all those changes, hit Save at the bottom of the section.