How to manage your email templates

Email templates save you time when you want to send the same email on multiple occasions. You can create different templates for your forms, or just use one on all.

Depending on your needs there are six default templates that can be customized:

• Default notification template
• Payment template
• Approval request template
• Autoresponder template
• Copy of submission template
• Quiz template

Click where it says Load template and choose the template you want to use.

Customize the template and once you are done and satisfied with the result, click again on Load template. From the list, select Make this draft a template.

A pop-up window will appear where you can name your new template. Hit save and the custom template will appear in your template list.

In order to delete or rename a template select from the dropdown list the option called Manage Templates.

The templates are saved within your account and can be enabled on any form. However, you have to replace the field variable because each field has a unique ID.

By opening a new form and applying the previous template it will show us that the fields are deleted.

This happens even if you have the same fields on both forms. In conclusion, each field has a unique identifier and its variable must be replaced on each form.

PDF templates can also be saved as drafts and used in other forms.