Sending email messages to your respondents or yourself after you received a response to your form? Use the email editor to customize the content in the messages you’re sending. You can easily create personalized follow-up email messages with just a few clicks.
With the email editor you can add a heading, paragraph and a CTA button to redirect recipients to your website or anywhere else you would like to send them. If you’re on the Plus plan or higher, you’ll be able to create a theme for your emails and add a logo, change the font and change the color of buttons and button text.
If you’re sending email messages to respondents, you’ll need to have a Basic or above plan.
Edit your email message content
For steps on how to set up email messages, follow the instructions in this article.
1. After setting up your trigger, you can add your action. Select what action you would like to trigger, then click Set up settings.
2. Select who will receive this email, who is sending this email and who will receive replies to this email. Then edit the subject line for this email and click Save when done.
3. Next, click Customize content to edit the body of your email.
4. You’ll see placeholder text in the body of the email. You can edit the placeholder text and Recall information from your form to make your message more personal. Type the @ key and select the information you want to recall from the list.
5. You can add different content blocks to your email such as title, text and button. You can add a total of 10 content blocks in your email.
To add a content block, click Add Content.
Then select the content you want to add, we’ll select Title. Title blocks appear at the top of your email.
Then edit the text of your title.
Next, we’ll add a button. Edit the text of your button and add a button link in the button settings on the right.
You can format the text in your message by highlighting the text then a pop up will appear. Select if you want to bold, italicize, or add a hyperlink to it.
When adding additional text or button content blocks to your email, the new content block will appear below the highlighted content block. For example, in the image below the text block is highlighted.
When adding a new content block, it will appear below the highlighted text block.
To delete or duplicate a content block, click the 3 dots on the content and select Duplicate or Delete.
6. Click Save and exit when you’re done.
If you’re on a Plus plan or above, learn how you can add a theme to your email in the next section.
Add a theme to your messages (available on a Plus or above plan)
1. Click the Design button in the tool bar to create a theme for your message.
2. Click the + button to create a new theme.
3. To add your logo to the email message, click + Add logo under the Logo tab.
4. Upload your logo. You can upload a logo in JPG, PNG, or GIF format and up to 4MB in size.
Select the size and alignment of your logo.
Add any logo alt text.
Click the picture icon to change your logo or the trash can icon to delete it.
To view the design changes in your email message, move the design menu on your screen by clicking the 6 dots.
5. Click the Font tab and select the font you would like to use in the dropdown.
Then select the color, size, and alignment for your title and text content blocks.
6. Next, click the Buttons tab to select the button background color, button text color, alignment and button radius.
7. Click on My new email theme to give your email theme a name.
8. Click Save to save your new theme.
9. Your new theme will be applied to your message. Click Save and exit when you’re happy with your email message.
Recipients will be sent an email with your customized message.