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. When you leave this open the mail will be sent from the address that is defined under 'Account'
• 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 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

Don't forget to save your e-mail template

It is possible to configure a Filter in such a way that an email can automatically be sent when the criteria of the filter is met (see Filters/Workflow).