By setting up custom email templates, you can customize the emails sent to you, your team, and your form submitters.
In this article, you'll learn how to set up custom email templates and custom SMTP.
Step1: Create a new email template
You can create a new email template directly from your Formaloo dashboard or within the form editor.
Create from the dashboard: Open your dashboard and click your profile icon. Go to the app store and choose Custom email from the apps.
From here, you can click on "+ Add new template" and it will open a window from where you can customize your email template.
2. Create from the form editor: From the dashboard, open the desired form in the Editor.
Go to the Notify Tab.
Enable Send email to respondents and Receive email notifications.
Click on Add New Template from the menu on the right.
Once enabled, you can select Send and Receive email options, and then create and customize your email templates directly from the form editor.
💡 Pro Tip:
Formaloo Server VS Your SMTP Server
If you choose the Formaloo server option, your emails will be handled by Formaloo Email Servers. This method guarantees email delivery.
Your transactional emails are subject to an initial hourly quota of 50 emails per hour which are automatically adjusted according to the reputation of your emails and the reactions of the recipients. Your reputation can quickly be impacted by negative reactions, as transactional emails are supposed to have high delivery and open rates.
The metrics that will have a negative impact on your quota are:
Hard bounces
Unsubscribes
Complaints
Very low open rate
Sending spam emails
As soon as you reach your hourly quota (or if it drops to zero), your emails will be queued in your backlog. These emails will then be sent as soon as your quota is renewed within an hour or restored.
Using this server is "free of charge" during the beta program. By using this option, you agree that you will never send spam or unwanted emails to any contact.
For choosing your own SMTP server, you can set up and connect your own Email server via your own SMTP settings here. In this method, all emails of this template will directly be sent via your connected SMTP server.
As this is directly connected, we can not guarantee email delivery or show any reports.
Please make sure your SMTP settings work before putting them here.
This method is always free of charge and there's no limit on the number of emails and frequency. You will be bound by the configuration of your own SMTP server.
Step 2: Customize the email template
After creating the template, you can personalize it using your form's data. This allows for dynamic content that reflects each respondent's input.
For instance, to include a user's name collected in the second field of your form, you can write:
Hi, {{field_2_value}}.
This will replace {{field_2_value}} with the actual name entered by the user.
This way, if the user enters "Jane" as their name in the second field, they'll receive an email that says "Hi Jane!".
📝 Additional insights:
To see how you can pipe your form's data, read the following article:
Learn more about "How to use form fields in custom email templates". This article will guide you through using form responses dynamically in your email templates, making your communication more personalized and efficient.
Step 3: Assign the created email templates to your form
Once you create an email template with all appropriate content, you can assign them to specific forms from the notify tab and choose your template below the default one.
For example, if you create a template called Template 101, it will show up accordingly:
Step 4: Customize SMTP settings
To send emails from your custom email address, configure your SMTP settings:
From your dashboard, click on your profile icon.
Navigate to "App Store" and select "Custom Emails."
Click on "SMTP Settings" and enter your SMTP server information.
📝 Additional insights:
To learn how to set up custom SMTP for your custom emails, check out the following article:
How to set up custom SMTP for your custom emails. This guide will help you configure your own SMTP settings to send custom emails directly from your preferred email server.
Having your custom SMTP, you can change the Reply-to email address field to send the notification emails from your custom email address.
📝 Additional insights:
To learn how to send and receive conditional email notifications based on user responses, check out the following article:
How to send and receive conditional email notifications. This guide will walk you through setting up conditional email rules for both respondents and admins, making your email notifications more dynamic and tailored to your form submissions.