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Configuring an Email Question

An Email question allows users to enter an email address. The system validates that the response is entered in a valid email format, helping ensure accurate contact information is collected.

Adding an Email Question

  1. Navigate to the desired section of your form.

  2. Select Add Question.

  3. Select Email from the Question Type dropdown.

  4. Configure the available settings.

  5. Select Save.


Configuration Options

Question Text

The question or prompt displayed to users.

Example:

  • What is your primary email address?

  • Please provide the best email address to contact you.

  • Enter the email address associated with your organization.


Character Count

Sets the maximum number of characters users can enter.

Example Uses:

  • Restrict unusually long email entries.

  • Standardize data collection across forms.


Mandatory Field

Determines whether users must enter an email address before submitting.

Enabled

  • Users must provide a valid email address.

Disabled

  • Users may leave the question unanswered.


Required for Draft Submission

Determines whether users must enter an email address before saving a submission as a draft.

Enabled

  • Users cannot save a draft without entering an email address.

Disabled

  • Users can save a draft and return later.

Note: This setting is commonly enabled when the email address is required for future communication or workflow notifications.


Required Field Message

The message displayed when a user attempts to submit without completing a required email field.

Example Messages:

  • Please enter an email address.

  • A valid email address is required.

  • This field must be completed before continuing.


Help Hover Text

Additional instructions displayed when users hover over the help icon.

Example Uses:

  • Enter the email address you check most frequently.

  • Please ensure your email address is entered correctly.

  • Notifications regarding your application will be sent to this address.

Best Practice: Use Help Hover Text to explain how the email address will be used.


Hide Question From Reviewers

Determines whether reviewers can view the question and response.

Enabled

  • The question and email address are hidden from reviewers.

Disabled

  • Reviewers can view the question and email address.

Common Uses:

  • Protecting personally identifiable information (PII)

  • Blinded review processes

  • Internal administrative contact information


Hide Question From Submitters

Determines whether submitters can view the question.

Enabled

  • The question is hidden from submitters.

  • The question can still be viewed and completed by administrators, if applicable.

Disabled

  • The question is visible to submitters.

Important: When using an E-Reference question type, this setting must be enabled. E-Reference questions are intended to be completed by reference providers and should not be visible to applicants.

Common Uses:

  • E-Reference questions

  • Internal administrator-only fields

  • Workflow tracking information

  • Administrative notes


Email Validation

The Email question type automatically validates that responses are entered in a valid email format.

Valid Examples:

Invalid Examples:

  • jane.doe

  • jane@

  • example.com

Users will be prompted to correct their response if an invalid email format is entered.


Common Use Cases

Email questions are commonly used for:

  • Primary Contact Information

  • Alternate Contact Information

  • Organizational Contact Details

  • Reference Provider Contact Information

  • Notification Recipients


Best Practices

  • Use the Email question type instead of a Text question when collecting email addresses.

  • Hide email fields from reviewers when conducting blinded reviews.

  • Clearly explain how the email address will be used.

  • Verify that the email address is truly required before enabling the Mandatory Field setting.

  • Consider whether notifications, reminders, or workflow communications will be sent to the provided email address.