Custom Forms can be sent via email, with the option to create and apply saved email templates. Here’s how:

Step-By-Step Instructions

Share Via Email

1. Navigate to the Forms module from your Dashboard.
2. Click Share next to the relevant form.
3. On the Share Form tab choose to Collect Submissions Independently or Assign to a Specific File.
4. 1. If collecting submissions independently click the Email tab.
   2. If assigning the form to a specific file, click the Share button next to the file name and select the Email tab in the share modal.
5. Select the email recipient from the dropdown.
6. 1. Or click +Create to create a new contact.
7. Enter a subject line and the content of your email.
8. 1. We’ve included a sample subject line and email body to get you started.
9. Click Share.
   

Create an Email Template

1. Type your subject line into the Subject field.
2. Enter the email content in the Body field.
3. Turn on the Save as New Template toggle.
4. Enter a unique, descriptive name in the Template Name field.
5. Click Save.
6. 1. To use a template, select it from the Select Template dropdown.

What Your Clients Will See

• Emails are sent from [email protected], show your name as the sender, and replies are sent to your email address.

Tips & Tricks💥

• To delete an email template, hover over the template name in the Select Template dropdown and click the trash can icon.

• To edit an email template, select it from the Select Template dropdown, make the relevant changes and click Update Template.

• To set an email template as your default, hover over the template name in the Select Template dropdown and click the star icon. The star will turn yellow to indicate that it’s now your default template. Click the star icon again to remove the default setting.

• If you selected an incorrect template, simply choose a new one from the Select Template dropdown or click Deselect to clear your selection.

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