Templated Messages

Send your own customized emails on form submission to your audience

  • Users can send their customized emails on form submission to their audience / customers.

  • Now add Files from Drive to the templated email.

Email Template

The above image shows the sample of an Email Template.

  • Users can configure the Email subject, message and mention their customer email address for whom the templated email need to be send.

  • If required drive files can also be attached to this templated email.

Email template can include specific dynamic field in ${field name} format or all dynamic fields in ${field name} formats in the form of texts or tabular way, which will be replaced with actual value when Form Director sends the email. Field Picker is used to pick form and system fields and place in the template

Email Attachments

  • Select the type of generated document that needs to be attached to email.

  • Choose the File upload field so that you can add attachments to the email.

Insert dynamic fields in Email Template

Insert specific fields from Fields picker

  • Click on 3 vertical dot icon (field picker). which will list the Form Fields, System Fields , App Fields,and Previous Result Fields.

  • You can select/search any dynamic fields from the Field picker.

Insert all dynamic fields in text format

  • Click on this following icon to insert all Dynamic Form Fields into Template message in text format.

  • Example: text format dynamic fields

Insert all dynamic fields in table format

  • Click on this following icon to insert all Dynamic Form Fields into Template message in table format.

  • Example: table format dynamic fields

Insert dynamic buttons/links into email template

  • Now you can insert dynamic button/links to email template.

  • Click on this following icon to insert dynamic button/link.

  • You can use existing templates(standard) buttons/links or create own custom buttons/links.

  • You can pass dynamic parameter to button/link as ${param_name} format in below image

  • parameters will be list down

  • you can assign static/default or dynamic value from field picker

  • Example: Paypal button in email template

  • dynamic PayPal button is inserted in email template

Formatting options in Email Template

The Formatting option feature allows you to format the Date, Time and Date-time fields with preferred timezone and formats as per your need

  • On click of Format Options, the dynamic fields like Date, Time and Date-time will be listed down with different formats and timezone.

  • You can apply formatting for the dynamic fields listed as shown in the image.

  • Once you select your Timezone and Format for the specified field, click on Apply button.

  • And check the specific dynamic field in the email template section.

  • In the same way, you can apply Formatting for other dynamic fields, which is of type Date, Time or Date-time.

  • Click Save after Formatting.