How to create a team-accessible email template

Question

Can I create reusable form invitation or notification templates for my team members to use when sending similar messages?

Answer

Absolutely! You can save form invitation and notification configurations as email templates, making it easier for your team, whether it’s small or large, to create emails efficiently. Here’s the process for reusing an email template:

1. Create an email template:

   • Make the email you want.
   • Save it as a template.

2. Reuse the template:

   • Choose the saved template when you need a similar email.
   • Add specific details as needed.

What is the email template? An email template is a pre-made, reusable email format. It stores the email’s design, content, subject, and settings for quick use in creating similar emails later.

You can create email templates from either the Invitation or Notification panel.

• Invitation templates are for inviting clients to submit online forms.
• Notification templates are for receiving alerts about form submissions.

Create an email template

Here’s how to create an email template:

Note: The following guide uses the Invitation template as an example, and the Notification template follows a similar process.

1. Go to the Dashboard and select your desired form.

2. Click the Settings (gear) button at the top right of the form, then click Invitation.

   

3. Fill in the required information in the Invitation panel.

   For detailed instructions, check the Set your invitation section in the User Documentation.

4. When you’ve configured everything for the template, click Save as Template.

   

5. Name the template and click Create.

   

Reuse the template

1. Go to the Dashboard and select your desired form.

2. Click the Settings (gear) button at the top right of the form, then click Invitation.

3. In the Invitation panel, click Use template and choose the desired template by name.

   

Video tutorial

You can also refer to the video tutorial:

Discover invitations and notifications

Learn more about:

• Form invitations link here.
• Form notifications link here.

Have more questions? Visit our FAQs page or contact us.