What is it?
Similar to the Contact Center Newsletter Templates already available, we've also created Confirmation Email Templates. These templates will help you consistently format the confirmation emails generated when a user submits a form - the same Tips and Suggestions from the Newsletter Templates will apply.
To begin, choose a confirmation email template and download the corresponding text file below. In the window that opens, select all of the HTML code (Ctrl + A on a PC and Cmd + A on a Mac) and then copy all of that HTML to your clipboard, or by hitting Ctrl + C on a PC and Cmd + C on a Mac. Next, navigate to Forms > Form List and click 'Edit' next to the specific form to which you want to add the confirmation email.
Once inside the form, scroll to the bottom of the page and click on the Properties button in the Confirmation Section.
On the left, toggle on Enable confirmation email, then choose to edit it.
Add Additional BCC Recipients if an ASA or Admin needs to receive a copy of this message.
The From Name and Reply To Email will be pulled in automatically from the Account Settings under Settings > Account Settings > Notifications. Update them if need be, and add a Subject.
Using the WYSIWYG editor, click on the HTML button. In the window that opens, paste in the HTML code you copied earlier, then click Update.
You can download as many confirmation email templates as you like at no charge. You also can customize these templates with your colors by selecting the appropriate table/table cell/table row and clicking either Table Row Properties or Table Cell Properties. In general, it is best to leave most of the settings of the General tab as they are. If you click on Advanced, you will be able to select the background color of that element.
NOTE: Click on a template's name to download the associated text file.
If you are an Authorized Service Administrator and would like help customizing your confirmation email template, feel free to contact the Help Team for assistance.