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 what 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.
You can configure whether the replied E-mail will be sent to a designated E-mail address or any E-mail address entered to the E-mail field. By default, the replied E-mails will be sent to Ragic and be stored in the entry form page (the mail icon on the bottom right side).
Once the editing is complete, 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_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. |
Note:
Since one subtable field consists of multiple records, {{FIELD ID}} and {{FIELD NAME}} parameters cannot be used to retrieve subtable field values in custom email.
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}}".
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.
