This guide explains how to configure your system so that when a website visitor fills out a contact or appraisal form on a specific staff member's profile, the email notification is sent directly to that staff member.
Prerequisites
Before configuring the settings, please ensure the following:
- Staff Email Setup: The specific staff member must have a valid email address saved in their profile settings.
- Form Creation: You must have your Appraisal and Contact forms already created and published in the system.
Configuration Steps
Follow these steps to link the forms and enable direct email routing:
- Log into your Rex Websites Admin panel.
- Navigate to Settings Go to the Form Settings page within your dashboard.
- Locate the Agent Section Scroll down until you find the section titled Agent Contact/Appraisal Forms.
- Map Your Forms In this section, you will see dropdown menus. Select the correct form to match the specific action (e.g., select your "General Contact Form" for the Contact slot and your "Appraisal Request Form" for the Appraisal slot).
-
Enable Staff Routing Locate and check the box labeled:
'Send staff profile appraisal/contact requests to staff member' - Save Changes Scroll to the top of the page and click the Save button to apply these changes.
Important Notes
- Fallback Behavior: If a staff member does not have an email address listed on their profile, the system may default to sending the notification to the general site administrator or the default email on file.
- Testing: We recommend doing a test submission on a staff profile after saving these settings to ensure the email lands in the correct inbox.