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
- Sign in to your account
- 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 (HyperText Markup Language) 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, and submission ID (identification).
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Copy to Environment: You can click Copy to Environment to allow the template to be used on forms in other environments. You will need to check the checkboxes next to the desired environments and click Copy to apply your changes. This function is strongly recommended for users who wish to copy to additional environments while using custom parameters.
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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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