UBIQ Pay - Transaction Summaries | UBIQ Pay - Transaction Summary

Including a Transaction Summary in Your Email Confirmation

Sending an email confirmation as part of your form submission settings is a common way to provide submitters with a “receipt” or acknowledgment of their submission. If your form uses UBIQPay payment fields, you can include an automatic Transaction Summary in the confirmation message. This summary is generated based on the specific payment fields the submitter selected.

Follow the steps below to enable and customize this feature.

How to Include the Transaction Summary in Email Confirmations

Step 1: Navigate to your form settings
Open the form you want to edit and access its Settings area.

Step 2: Select the Settings tab
This is where you can manage submission notifications and confirmation behavior.

Step 3: Enable email confirmations
Make sure the option "Send email confirmation to recipient" is checked.

Step 4: Add a subject line
Populate the Subject field with the email subject you want the submitter to receive.

Step 5: Compose your email body
Enter the message you’d like to send as confirmation.

Step 6: Insert the transaction summary
To include a list of all payment fields selected by the submitter, add the following placeholder anywhere in the body of the email: [TransactionSummary]

This is an example of how your email confirmation would look for the end-user. 

To learn more about other Form Settings, view our Form Settings Article.

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