Docs

Mail Templates

You can create email templates to automate communication methods in Boost.

To create an email template go to the Form for which you want to use the email

  • Click on the envelop icon on the Form tile to go straight to the email template section or,
  • Click on the Form and then click on Email template in the left menu
  • Fill in the required fields of the template:
  • Name - give a short but clear name of the purpose of the e-mail
  • From - you can specify the sender of the mail
  • Reply To - give the address of where the reply e-mails will be sent to (What happens if you leave this open - no-reply address?)
  • Subject - This is the subject of the email
  • CC - Add the email address of anyone you want to be copied into the mail
  • BCC - Add the email address of anyone you want to send a blind copy to.
  • Attachment - Add a document you want to send as standard attachmet of the mail
  • Send attachment as ZIP file - ???
  • Logo - You can add a company logo to your email
  • Default message - in this box you can add the message you want to be in the body of the email
    • Use the blue puzzle icon to see all the fields that you can add as merge fields.
    • Upon choosing a field you will see the coinciding Boost coding for the field displayed in your message

email_template

Don't forget to save your e-mail template