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Dynamic email notifications

 
Dynamic email notifications in Tally let you send different emails based on form responses — change the recipient, subject, and body conditionally using calculated fields, hidden fields, and form answers.
Pair them with self email notifications to route submissions to the right team, or with respondent email notifications to send personalized confirmations based on each answer.
notion image
 
Tally Pro allows you to fully customize self- and respondent email notifications.
Tally Pro allows you to fully customize self- and respondent email notifications.
 

How dynamic email notifications workExamplesSend emails to different email addresses based on form responses Send different emails based on form responses Combine with PDF attachmentsFrequently asked questions

How dynamic email notifications work

You can insert three types of form blocks in every email field. Open your form settings, and after enabling the Self or Respondent email notifications toggle, type @ to get a dropdown of available form data:
  • Input fields (form answers such as email or name)
  • Hidden fields (e.g. traffic source)
  • Calculated fields (variables based on form responses)
  • @All answers automatically adds all input, hidden and calculated fields that are not empty.
 

Examples


Send emails to different email addresses based on form responses

As an example, you might want to email the sales, marketing, or HR team, depending on a response to your contact form.
  • First, create a contact form with contact details, a dropdown of different department options, and a
    calculated field
  • Name your calculated field (Recipient email), choose text as value, and enter the initial value, such as hello@acme.inc
  • Below the calculated field, insert conditional logic and define the logic using the example below:
 
When your respondent chooses Sales as the answer,
then assign the text sales@acme.inc to your calculated field
When your respondent chooses Sales as the answer, then assign the text sales@acme.inc to your calculated field
 
  • Repeat the same conditional logic for the other dropdown options and assign the correct email address for each department
 
notion image
 
  • Go to your form settings and switch on Self email notifications
  • Type @ to insert your calculated field in the To field
 
notion image
 
  • Add an email subject and make it dynamic by inserting form data. For example, type @ and select “Topic of your question”
  • Insert any input fields you want to customize the email body
 
notion image
 
  • The email notification will look like this when the respondent selects Sales.
notion image

Send different emails based on form responses

If you’re creating a quiz or a test, you might want to send a customized email based on the respondent’s score or result. Here's how it works:
  • Create a quiz or get started with this template. Make sure you insert a calculated field to calculate the score of your quiz (as shown in the logic in the template) and an email input field to capture the respondent’s email.
  • Insert another calculated field and name it “Quiz message”. Choose text and enter a message as the default value, such as “Congratulations!”
  • Insert conditional logic and define the logic using the example below:
 
When the score is lower than 15 (out of 30 in this example). 
then assign the text ”Bummer, try again!”
When the score is lower than 15 (out of 30 in this example).  then assign the text ”Bummer, try again!”
 
notion image
 
  • Go to your form settings and switch on Respondent email notifications
  • Type @ to insert the respondent’s email in the To field
  • Add a Reply to email address (optional) and a subject
  • In the email body, type @  to insert the calculated fields “Quiz message” and ”Score”. Select text to open the formatting options.
 
notion image
 
  • Here’s how the email will look when the respondents’ score is higher than 15.
 
notion image
 

Combine with PDF attachments

Dynamic emails work well alongside turning submissions into PDF files, so every personalized email can include a branded PDF of the submission. Useful for sending tailored invoices, custom estimates, plan-specific contracts, or quiz certificates — each with a unique recipient, message, and PDF, all from one form.
 

Frequently asked questions

What are dynamic email notifications? Dynamic email notifications send different emails based on each submission. Using calculated fields, hidden fields, and form answers, you can change the recipient, subject, or body conditionally — for example, routing a form to sales, support, or billing based on a dropdown choice.
Can I send the email to a different team based on the response? Yes. Add a calculated field, use conditional logic to set its value based on form answers, then insert that calculated field in the To field of your self email notification settings.
Can I send a different email body to each respondent? Yes. Use a calculated field with conditional logic to set the message text, then insert that field in the email body. Common use cases are quiz score messages, plan-tier confirmations, and personalized intake summaries.
Can I attach a different PDF based on form responses? Every submission generates a PDF with that respondent's answers, so the attached PDF is already personalized. Combine with dynamic recipients or dynamic email bodies to send fully tailored confirmations, invoices, or estimates.
Are dynamic email notifications free?
No, dynamic email notifications are a Tally Pro feature, available on both self and respondent email notifications.
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