Creating A Main Email Template – Venn Digital

Every data capture module on the CMS requires two email templates:

A main email template is sent internally to your staff and contains the data submitted through the form by a user. There is typically a unique template for every form type.
A thank-you email is sent to the user who filled out the form, typically from a no-reply email address. You can use this email on as many forms as you like.

In this guide, we will go over how to set up the Main email template sent internally with the data submitted through the form.

Creating your new template:

First, you will want to create your data capture module. This could be a CV drop-off, a download guide, a Contact Us form, or another form.

To create your new template, navigate to the "Webpages" section of the CMS and select the webpage that contains the data capture module (e.g. contact form) for which you want to add a Thank You email template.

Double-click on the data capture module to open the editing screen, then scroll down to the "Form Submission Setup" section shown below:

Click the "New Email" button on the "Main Email Notification" section, which will bring up the email template creation screen:

Once the template creation screen has opened, there are four main fields we want to populate:

Template Name: This is the name of the template. This will only appear on the CMS
Email Subject: This is the subject of the email line when it arrives in your inbox
From Email Address: When you receive the email, this is who it's sent from i.e., no-reply
To Email Address: These are the email addresses you want to receive the email

Optional fields:

CC Email Addresses
BCC Email Addresses

Setting up email addresses:

Each email field has a dropdown list populated with email addresses for you to choose from. Simply click the email address you wish to add, and it will appear in the field.

Don't see your email address?

If you don't see your email address on the list of options, you will need to add it to the system. Simply click the "+ Email Address" button located to the right of the dropdown:

An email setup window will open where you can type in the new email address and a display name:

Once you hit save, the email will be immediately available on the dropdown list of emails.

When you're happy with the name, subject, and email addresses, you can click the continue button at the bottom right.

Email Content:

Now, at first glance, this next screen might seem intimidating, with there being lots of code on the screen.

Great news! This doesn't need any editing whatsoever. The data you're seeing is a pre-generated and styled email designed to pull through all of the user-submitted data directly from this new form.

Just hit the "Save changes" button, and everything is complete!

Please Note: Modifying this pre-populate template can cause it to not function correctly.

Once you have clicked "Save Changes" your template will be created and automatically selected on the form:

Related to

Creating your new template:

Setting up email addresses:

Don't see your email address?

Email Content:

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