Sending a form to a client (allow us to use an email template button) | Voters

Sending a form to a client (allow us to use an email template button)

complete

Elle Baldry

It would be great to be able to send a form from within a client AND select Insert Template Email option rather than having to copy the link and send via communicator

May 3, 2023

Geoff Mina

marked this post as

complete

This feature is now available.  The send widget from within the client view of the form supports email templates.
Two new tokens were added that can be used when sending these one-time-use links from within the client screen:
{{FormRequest.Name}}
{{FormRequest.OnlineUrl}}

Lisa Williams

Oh yes!! Pleeeeeeease!!! I'm trying to use the platform more for this type of thing vs my regular gmail. :)

Lindsay Ropella

YES!!!

Kaysi

Yes this would save so much time!

Bec Lloyd

Yes! Not sure why we can't choose an email template like everywhere else in the platform?