Creating an Additional Email

How to create an additional email

Multiple emails can be created for each form so that you can send emails with different text to the appropriate audience. Additional emails also provide a method for sending different reports to the appropriate party.

Open the form for which you're creating an additional email.
On the toolbar, click (Emails) then, Create an Additional Email.
Enter a name for the email. The email name appears in the mobile app to help the app user determine if/when the email should be sent to any additional addresses besides those that are set up here.
Enter an email address for the people you want to email this form to. Use a comma or semicolon separator between multiple addresses. You can enter group email boxes as long as they exist. Fields that contain email addresses can be in Merge fields and included in an email address.
TIP: If you want to send the form externally; for example, to a customer, you should not add their address here because every submission of this form will be emailed to that address. Only use an external email address if the form is specific to that person or organization. Additional email addresses can be added from the FormsPro app on the device when submitting the form.
Select User's Primary Team Lead to use the primary team lead's email address, for the person completing the form, to send the form.
If applicable, enter the Cc (carbon copy) and Bcc (blind copy) emails. Select User's Primary Team Lead to use the primary team lead's email address, for the person completing the form, to send the form. Select Send as Bcc to User to include the current users and app user as addresses in the Bcc field. Select Hide Bcc Line in App to hide the blind copy user's email address as a selection on the app.
Enter a subject that will appear in the Subject line of the recipient’s email box. You can add inputs from the form you’re working with by using the merge fields. This places the input field in the subject and when the form is emailed, the entry for that input appears in the subject.
Select the report(s) you want to send with this email.
If no report is selected, no form PDF will be sent with the email. You can use emails without reports as a simple means of notification.
Enter the body of the email. You can type in text as well as select merge fields from the form. If you want any information from the form to be included in the email, you must add that input to the body of the email.
Click Rules to create an email rule for the additional email.
Click App to specify app settings for the additional email.
Click Save when you’ve completed the set up.
In the app, the additional emails you set up display under the Emails section on the form. Notice in the following illustration there is an email address in the Bcc field because the Send as Bcc to User option was marked when creating the additional email: