It's possible to create e-mail templates and saving them directly on your sheet design in order to have users send out e-mails that contain your entry values saved in your database. Users can directly press an action button created with the Send Custom E-mail option to send out e-mails that have been automatically filled with your values. The e-mail template's subject and body text can contain parameters described below.
Use cases include sending order confirmation details to customers, or sending purchase receipts to vendors.
Navigate to the Design Mode on your form page and click Form Tools > Send Custom E-mail under the Custom Buttons title.
A pop-up window will allow you to compose your e-mail template. You can use HTML formatting and the parameters Ragic supports.
You can click on Preview button which will show you a demo on how the custom e-mail looks like.
If you decide to use our standard template instead, click on Restore to default will discard all the changes you've made. Once the editing completed, remember to save before you exit the pop-up window.
After sending a custom e-mail, you may click on the mail icon to view custom e-mail history.
| Parameter | Description |
|---|---|
| {{AP_NAME}} | Your Ragic account name |
| {{USER_NAME}} | The user who is sending this e-mail |
| {{RECORD_LINK}} | The URL of the current record |
| {{RECORD_SUMMARY}} | The summary of the current record |
| {{FIELD ID}} | Value of the field specified with Field ID |
| {{FIELD NAME}} | Value of the field specified with the field name. Case sensitive. If there are more than one field with the same field name, use {{FIELD ID}} instead |
There are some additional settings you can configure for action buttons, you may refer to this article for detailed information.
If you want to remove the action button, you may refer to this article.
