Ragic Logo
<< Update Value on Another Sheet Table of Contents Combine buttons >>

Send Custom E-mail

About Send Custom E-mail

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.

Setting up an Action Button to Send Custom E-mail

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.

History of sent custom e-mails

After sending a custom e-mail, you may click on the mail icon to view custom e-mail history.

Parameters to Send Custom E-mail Notification

Parameter Description
{{AP_NAME}} Your Ragic account name
{{USER_NAME}} The user who is sending this e-mail
{{RECORD_ID}} The ID of the current record
{{RECORD_LINK}} The URL of the current record
{{RECORD_SUMMARY}} The summary of the current record
{{FIELD ID}} The value of the field which designates the Field ID
{{FIELD NAME}} The value of the field which designates the field name. Case sensitive. If there are more than one field having identical field names, we suggest using {{FIELD ID}} instead to distinguish them.

The URL of each record in Ragic is "www.ragic.com/Account Name/Tab Path/Sheet Index/Record ID".

The {{RECORD_ID}} parameter can be very useful if you need to send E-mails attaching the URL of a record in corresponding multiple versions because the record ID is the same in any multiple versions of the sheet.

For example, you have two multiple versions for ""Job Application Management", where the first version is open for guest users (the applicants) to submit resumes, and the second contains applicant's resume with the HR's evaluative comments (which cannot be viewed by the guest users).

For internal management purposes, you can also create a Custom E-mail Button to confim and send interview invitations with the URL of the applicant's resume attached.

Note: to prevent applicants from seeing their resume evaluations, the URL attached in the E-mail you are going to send them should be "the URL of the multiple version of the sheet without the action button/{{RECORD_ID}}".

Other configurations for action buttons

Additional Settings

There are some additional settings you can configure for action buttons, you may refer to this article for detailed information.

Remove the action button

If you want to remove the action button, you may refer to this article.

Top of Page
<< Update Value on Another SheetTable of ContentsCombine buttons >>
Learn more about Ragic: Why we created Ragic | Webinars | User Guide.
Keep in touch: Blog | Email | Facebook | Twitter.
Ragic, Inc. | 1-888-666-8037 | Terms | Privacy