Creating an HTML email template

Using the action template builder, you can design HTML emails to send when the form is submitted.

To do this:

  1. Navigate to Templates in the top navigation bar (under the form title).

  2. Click Create Template.

  3. A popover will open, asking which type of action we want to create a template for. Choose Send Email under the Email section, and click Next.

  4. We'll then be taken to the template builder for XFP's email action.

    It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.

  5. Set the title as 'My first email'.

  6. Set the To, From and Subject fields by typing text into the field, or clicking the # Variable button to insert question, logic or standard variables from your form.

  7. Leave the format set as HTML.

  8. Use the rich text editor to design the content of your HTML email. You can use the variable picker to insert form variables as necessary.

  9. Click Save to create the template.

To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.

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