Reader Form Communications

🏔️ Summit 2026 Feature

Send communications immediately when a reader form is submitted.

Use Reader form communications to send a message when a Reader-scoped form is submitted in the Reader. These communications are useful for time-sensitive confirmations, next steps, and internal notifications tied directly to review activity.

Creating a reader form communication

1. Go to Forms.

2. Open the Reader-scoped form that should trigger a communication.

3. Select Edit Communications.

4. Select New Mailing.

5. In New Mailing, enter a name.

6. Configure the trigger, group, status, delivery method, UTM tracking, and timeline settings.

   

7. Select Save.

8. Select Edit Message.

9. Configure the sender, recipient, subject, and message body.

   

10. Select Save.

11. Select Submit Form Test to open the form in communications testing mode.

12. Submit a test reader form and confirm that the message is delivered as expected.

Targeting recipients and conditions

Use the Recipient field to decide who receives the message. Enter a fixed email address for a fixed recipient, or insert a merge field when the recipient should come from the form context. The message editor lists form user and form submitter fields, such as {{Form-User-Email}} and {{Form-Submitter-Email}}.

Select Edit Conditions when the communication should send only for certain reader form submissions. The condition builder can use reader form values and Reader Bin context, including the current bin and next bin.

📖 Form access and submission conditions

📝 Note

The Next Reader selected at the bottom of a Reader review form is not listed as a default merge field in the message editor. If a communication should notify a next assigned reader, verify the recipient merge field or database-specific source before activating the mailing.

Examples