Actions
Email Action
Send an email with a dynamic workflow.
The Email Action sends preset emails with support for Dynamic Workflow and Attachments. Use it to send a Thank You email to the submitter, a transactional email to the site owner, etc.
Settings
| Setting | Description | Placeholder | Dynamic | Required |
|---|---|---|---|---|
| Body | The main content of the email. | ✓ | ✓ | ✓ |
| Subject | The subject of the email. | ✓ | ✓ | ✓ |
| Recipients | The list of addresses to which the email will be sent, separated by a comma. | ✓ | ✓ | ✓ |
| From Name/Email | The name and email address of the email sender, defaults to the site configuration one. | ✓ | ✓ | |
| Reply To | The list of addresses to which the recipient will be replying, separated by a comma. | ✓ | ✓ | |
| CCs | The list of addresses to which the email will be sent as a Carbon Copy, separated by a comma. | ✓ | ✓ | |
| BCCs | The list of addresses to which the email will be sent as a Blind Carbon Copy, separated by a comma. | ✓ | ✓ | |
| Send as HTML | Should the email content be sent as HTML instead of plain text. |
Common Settings
| Validation | Description |
|---|---|
| Action Name | The name to reference this action. |
| Status | Defines if the action is enabled or disabled. |
| Execution | A list of conditions that must be met in order for the action to be executed. |
Content
The main content of the email is set in the Body setting where Data Placeholders are supported and recommended to display data submitted by the form.
At the moment there are no templates or quick actions to create this content automatically for you, it's a manual process.
Attachments
Attachments can be set as static, a file from the local server, or as dynamic, a file submitted by the user. Each dynamic entry is a reference to a Form Area Upload Field.
Submitted Attachments
When a file is submitted by the user, the Data Placeholder of the uploaded file holds just the name of the file, if you would like to send that file within the email must be set as a Dynamic Attachment instead.
Integration
- Create a Form Area and access it Settings Panel.
- Add an Email action and populate the required settings Subject and Body.