{"id":5059,"date":"2026-10-15T20:00:00","date_gmt":"2026-10-15T19:00:00","guid":{"rendered":"http:\/\/docs.checkm8.systems\/?page_id=5059"},"modified":"2026-10-15T20:00:00","modified_gmt":"2026-10-15T19:00:00","slug":"notification-matrix","status":"publish","type":"page","link":"https:\/\/docs.checkm8.systems\/?page_id=5059","title":{"rendered":"Set Up a Basic Form Notification Matrix"},"content":{"rendered":"

Plan before creating notifications<\/h2>\n

For each workflow, write down the event, recipient, condition and expected action. This prevents every submission being emailed to every person.<\/p>\n\n\n\n\n\n\n\n
Event<\/th>\nRecipient<\/th>\nCondition<\/th>\nMessage purpose<\/th>\n<\/tr>\n<\/thead>\n
Routine submission<\/td>\nRelevant admin\/team inbox<\/td>\nAll valid submissions, if needed<\/td>\nRecord received<\/td>\n<\/tr>\n
Fault found<\/td>\nResponsible supervisor<\/td>\nFault answer selected<\/td>\nReview and follow site procedure<\/td>\n<\/tr>\n
Submitter receipt<\/td>\nSubmitter email field<\/td>\nValid email supplied<\/td>\nAcknowledge receipt<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Implement<\/h2>\n
    \n
  1. Open the form’s Notifications settings.<\/li>\n
  2. Create one notification per distinct purpose.<\/li>\n
  3. Set recipient, subject and body using merge tags.<\/li>\n
  4. Enable conditional logic only where required.<\/li>\n
  5. Save and test each condition independently.<\/li>\n<\/ol>\n

    Official reference: Configuring Form Notifications<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Plan before creating notifications For each workflow, write down the event, recipient, condition and expected action. This prevents every submission being emailed to every person. Event Recipient Condition Message purpose Routine submission Relevant admin\/team inbox All valid submissions, if needed Record received Fault found Responsible supervisor Fault answer selected Review and follow site procedure Submitter […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":5003,"menu_order":59,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-5059","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/pages\/5059","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5059"}],"version-history":[{"count":0,"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/pages\/5059\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=\/wp\/v2\/pages\/5003"}],"wp:attachment":[{"href":"https:\/\/docs.checkm8.systems\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5059"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}