When a guest submits an Intake Form, your Submit Settings control what happens next. Here's what to expect — and how to customize it.
Confirmation Experience
Guests will either:
See your custom Thank You message
Or be redirected to a different webpage (helpful for UTM tracking)
You can include the guest’s name and email in the redirect URL to personalize the next page or track who submitted.
Booking Assignment & Notifications
Every form submission creates a Booking in Event Temple, assigned to a specific User and Pipeline Stage:
Assign a User: Choose which team member should receive new leads.
Assign a Stage: Choose where in the pipeline new Bookings should land.
Notification Emails: Add additional team members to receive alerts when someone submits the form.
How to Change the Assigned User:
Go to Settings → Tools → Intake Forms
Click the Edit icon for the form
Go to the Submit Settings tab
Select a new User from the dropdown
Click Save
Changing the assigned User will also:
Update the “owner” of the Intake Form
Automatically add that User’s email to the notification list
Auto Responder (Optional)
You can optionally send a follow-up email to the guest after they submit the form:
Enable Auto Responder
Select an Email Template
Set a Delay before the email is sent
📧 The email sends from the assigned User — make sure their email is connected!
⚠️ If their email disconnects, the auto-responder won’t send. A warning will appear in the Booking notification.
Summary
Setting | Purpose |
Thank You / Redirect | Controls the guest-facing confirmation |
Assigned User | Who owns and follows up on the lead |
Notification Emails | Other team members who get alerts |
Auto Responder | Sends a custom follow-up email |
🔗 Found under:
Settings → Tools → Intake Forms → Submit Settings