Creating and editing emails in Sitemasher

When your users submit a form, you can automatically send out an email message to members of your organization, to the end user, or to both. You are also able to use the data received from the form in the message body of the email.

To create an email message:

If your form has already been set up, in the Form Properties you have an option called Email.



If you select Create New and hit Apply, a new email will automatically get added under Emails in the Pages tab.



To edit the message body of an email message, select it and then click the email's Edit button in the Page Builder workspace. This will show the Content Editor, where you can add text and images.



As you can see in the above image, you can include the data submitted by the user in the body of your email message. For example, if you have a field called "First Name", you can use the following syntax to automatically include the data that the user enters in the First Name field:

%First Name%

So when you compose the message body, you would say:

Welcome %First Name%,

Thank you.....

Then, when the user enters a name in the First Name field – for example, "David" – and submits the form, the following personalized email message will be sent:

Welcome David,

Thank you....

Once your message is personalized you need to set the properties for the email.

To get the Email properties window to show, you need to firstly select either the Email itself or the Email option in the breadcrumb at the bottom of the page.



Then you need to select the Email Properties button located at the top of the page.



There is also an 'Edit email properties ' button in the Element Configuration panel on the right hand side

In the Email dialog box that opens, you can rename the email. This is the name that appears in the Email section of the Pages tab.



You can also enter the subject of the email in the Subject field and select either HTML or Plain Text in the Format drop-down list. To send any form data that the user enters as a CSV file attachment, select the Data check box. Also, if you would like to attach any files that the user submits with the form, select the Uploads check box.

Note: The Uploads check box will only take effect if you include a File or Image field type in your form.

Finally, complete the sender and recipient information. To include multiple email addresses or Sitemasher groups (such as administrators or builders), ensure that you separate the entries by a comma or a semicolon.

Click Apply to save your settings.

Finally, if you included an Email field in your form, you can use the email address that the user enters to send them the email as well.

To do this, go back to your form and select the Email field. Then, in the Properties tab in the Element Configuration panel on the right hand side select the 'Send email to this address' check box.