Question 1

Can I view form entry details directly from my email inbox instead of logging in?

Accepted Answer

Yes! You can get form entry details sent directly to your email by setting up an email notification for a Submit action on your form:

Log in to your account and open the builder canvas for your form.
Click Workflow, then open the Action Settings for the Submit action.
Select or add an email notification under Send Emails. In the dialog that appears, add your email address to the To section, and check the Entry Details box in the Include? section.
Make sure to save both the email dialog and your form.

Now when someone submits your form, you’ll automatically receive an email with details from their submission.

Learn more about setting up email notifications.

Question 2

How do I upgrade my Cognito Forms organization?

Accepted Answer

You can easily upgrade your Cognito Forms organization to experience advanced features and take advantage of any special pricing opportunities.

To upgrade your Cognito Forms organization:

Log in to Cognito Forms. Select your organization’s name in the top left corner and then select Settings.
Under the Plan section, click the Change Plan button.
Choose your desired plan level.
Set up payment and click Change Plan.

Your subscription will now be activated at the present rate for your chosen plan level. This will enable you to lock in monthly billing at the current rates.

Question 3

I haven't received my verification email. What can I do?

Accepted Answer

When you sign up for Cognito Forms with a new organization, you are required to verify your email address. Until your email is verified, you cannot publish forms, create entries, send emails, or create new organizations.

If you cannot find your verification email, try the following steps:

Check the spam/junk folder in your email inbox.
Make sure the email address is spelled correctly. If the address is incorrect, you can update the address in your account settings and then verify your account.

If you require further assistance, contact our support team.

Learn more about managing your account settings.

User Guides

Getting Started

Building Forms

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Managing Entries

Workflow

Collecting Payments

Calculations

Data Integration

Document Generation

Account & Organizations

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