Step 4: Form Email Templates

This screen allows the Student Administrator to set up email addresses and email formatting options so that an email may be sent to indicate whether or not the form was successfully or unsuccessfully submitted to your school.

• Select whether an email will be generated by the form in the Send Email Response drop down list box.  You may choose from the following:

• Always

  If you select this option, a submission email will always be sent to the user.

• Never

  If this option is selected, a submission email will never be sent to the user.

• Optional default to send

  If you select this option, the user will receive an email by default; however, the user will have the option to not have the email response sent.

• Optional default to do not send

  If you select this option, the user will not receive an email by default; however, the user will have the option to have the email response sent.

• To select an existing email template to send upon successful completion of the form in the Successful Submission Email Template Setup drop down list box.

• To select an existing email template to send upon unsuccessful completion of the form in the Unsuccessful Submission Email Template Setup drop down list box.

•  To add a new email template:

• Click the add icon () next to the drop-down menu

• Enter the name of the template in the Template name text box.

• Enter the email address that the message will appear to come from in the From text box.  The domain must match the domain of your institution server. If you do not know the domain of your server, contact your IT Administrator.

• In the CC text box, enter the email address of anyone who should be carbon copied on the email response.

• In the BCC text box, enter the email address of anyone who should be blind carbon copied on the email response.

• Enter the subject of the email response in the Subject text box.

• In the Message text box, enter the message you want to send to the recipient of the email response. You can include dynamic components or tags in this message such as the recipients name, login, and password by placing a prefix of @@ on certain key words.

• Select the format (Text or HTML) that the email will be sent in using the Email format radio button.

• Click the Save button to save your email template.

• If you wish to test your email, enter a valid email address in the Send test email to text box and click Send.

• To edit a template, select the template in the drop down list box and click the edit icon () next to it.  Follow the same steps as with adding a new email template.

• When you are finished with this step, select the "Yes" radio button for Setup Complete.  If you select "No," this option will not show as complete.

• Click Save to save your questions and return to the Form Setup Checklist.