Email Templates allow you to customize the body of your email for various stages of the approval process. This allows you to modify the default body, add your own custom email body, and add content from the form submission.
Once created, Approval Email Templates can be added to an Approval Flow on a form.
Instructions
- Navigate to Advanced Tools and select Email Templates
- Click Add Email Template in the bottom right-hand corner
- Enter a Label for the email template
- Select an Approvals option from the Template Type drop-down
- Approvals - New Pending Approval: Customize the email that is sent to a user notifying them a submission is pending approval
- Approvals - Clarification Request: Customize the email that is sent to the submitter of the form when seeking clarification
- Approvals - Approved: Customize the email notification letting a user know their submission has been approved
- Approvals - Denied: Customize the email notification letting a user know their submission has been denied
- Select the Environment you wish to add the template to
- Add content to the template using the Editor or HTML options
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Use Default: You can also click Use Default to add the standard approvals email content to the template.
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Parameters: You are able to include Parameters from the approval in the email body. These include items such as notes, the form name, submission ID, etc.
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Use Default: You can also click Use Default to add the standard approvals email content to the template.
- Click Save
Next Step: Add an Approval Flow to a Form
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