Create an Email Workflow Template

Email Templates allow you to customize the body for your Email and Email + PDF submission events. You are able to modify the default body, add your own custom email body, and add content from the form submission.   

Instructions

1. Navigate to Advanced Tools > Email Templates
   
   
2. Click Add Email Template
   
   
3. Enter a Label for the email template
   
4. Select PDF + Email Workflow Event or Email Workflow Event from the Template Type drop-down
   
   
5. Select the Environment you wish to add the template to
   
   
6. Add content to the template using the Editor or HTML options
   
   
   Note: If you want to add a video to an email we recommend you try adding it as an image or a gif that when clicked redirects the user to the video content. Learn more about the limitations of HTML email.
   • Use Default: You can also click Use Default to add the standard email submission content to the template.
     
   • Parameters: You are able to include parameters from the submission in the email body. These include items such as form name, submission ID, submission date/time, etc. To add a custom parameter add a tag, e.g. {{custom:emailAddress}}. Change the emailAddress section of the tag to represent the content you want to add (e.g firstName, phoneNumber). This will then appear in the workflow event as a property that can be mapped to a form element or you can enter free text. 
     
7. Click Save
   
   
8. You can now add the template to an Email Submission Event
   
   
   • Event Type: Select either Email or Email + PDF
   • Use email template: Toggle on to select the email template from the drop-down menu