How to customize your email templates?

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Learn how to customize your email templates.

This is now much more convenient and easier for users to customize your own email templates from PerformFlow. With this new feature, you can modify your email subjects and email contents for particular matters, thus saving time and boost your productivity. 

1, CUSTOMIZE EMAIL TEMPLATE

Step 1: Open the add-on’s Configuration menu, scroll down to the Email Options“, click on “Custom Email Template

Step 2: An Edit Email Template Dialog will open.

There are 2 options for you.

Option 1. Keep default email templates by PerformFlow, which is the email notification designed and sent by our system. 

This default template shall be applied to both email subject and email body.

To choose this default template, click on “Use Default Template” option and click “Save“.

Option 2. Customize your own email subject and email body with “Use Custom Template” option. This feature helps you easily identify particular requests and issues, thus saving time locating your emails.

All dynamic questions placed between << and >> can be modified. 

To choose this customized template, click on “Use Custom Template” option and click “Save“.

Depending the current mode which user is using, the Edit Email Template Dialog will show the number of email templates can be modified accordingly.

For example: In “Create Approval Workflow” mode, there are only 4 templates to be customized.

In “Generate & send document/PDF“, there are only 3 templates relatively.

In “Combine all mode“, there are 10 templates in total can be customized.

Step 2: After choosing “Use Default Template” or “Use Custom Template“, click “Save” and “Close” button if there is no modification further.

Step 3: When Edit Template Dialog closes, click “Save” button in the configuration menu to finish your email customization setup.

2, GUIDELINES FOR DYNAMIC FIELDS

Dynamic Field is the information display or button/action that PerformFlow creates automatically in the sending emails in workflow if you insert it. For example, <<Form Response Table>> is the table including questions and answers of submissions PerformFlow creates automatically.

 

Dynamic Field will be recognized as in marker: << >> 

Please find details in the table below of what can be customized:

Field Description
<<Request Number>>
Request Number
<<Form Name>>
Title of Form
<<Respondent Email>>
Email address of Form Respondent
<<Form Response Table>>
Table including questions and answers of submissions (Email content only)
<<Approval Actions>>
Showing 3 buttons: Approve/Reject & Comment, One-click Approve, One-click Reject. (Email content only - Apply for Approval Workflow Mode and Combine Mode)
<<Document Button>>
Button to open generated document. Label of button changes depend on each role: Can view, can edit, can comment
<<Approval Status>>
Approval Status Table of Recipients (Email content only - Apply for Approval Workflow Mode and Combine Mode)
<<Edit Response URL>>
Link to modify submission
<<Response Sheet URL>>
Link to Response Sheet (Spreadsheet)
<<Request Date>>
Submission time
<<Overall Status>>
Overall status of request. (Apply for Approval Workflow Mode and Combine Mode)

Note: 

  • Caps lock or lower case is not distinguished in dynamic field.
    For example: <<Request Number>> and <<request number>> is the same.
  • If there is any dynamic field available, you should keep it default.
    For example: <<Request Number>> or <<Respondent Email>>
  • If you delete any field or enter wrongly the text (adding extra comma, typo, etc), the flow cannot work.
    For example: <<form response table => lack of >>
    Or <<form response  table>> => extra comma

We would highly recommend you copy exactly the dynamic fields in this table in your Edit Email Template Dialog.

Each mode can be inserted with particular dynamic fields but not all fields, you can check it here to insert accurately:

Mode Fields That Can Be Applied
Approval Workflow Only
<<Approval Status>>
<<Request Date>>
<<Form Response Table >>
<<Approval Status >>
<<Approval Actions>>
<<Form Name >>
<<Overall Status>>
<<Respondent Email >>
<<Edit Response Url >>
<<Response Sheet Url>>
Generate & Send Document
<<Request Number>>
<<Request Date>>
<<Form Response Table >>
<<Form Name >>
<<Respondent Email >>
<<Edit Response Url >>
<<Document Button>>(applies only for recipient with "Can view document" permission)
Combine All Modes
<<Request Number>>
<<Request Date>>
<<Form Response Table >>
<<Approval Status>>
<<Approval Actions>>
<<Form Name >>
<<Overall Status>>
<<Respondent Email >>
<<Edit Response Url >>
<<Response Sheet Url>>
<<Document Button>>(applies only for recipient with "Can view document" permission

This custom email template feature will be available for Individual Plan and Team Plan user only. 

Once your subscription expires and sets to Free Plan automatically, if you don’t want to renew your subscription, these customized email templates shall be kept remained within next 30 days, then they will be deleted from our system and set to default templates. After 30 days, you have to set these email templates from scratch again.

That’s it! Enjoy automating approval workflow & generating PDF file at ease with PerformFlow!

For any questions or concerns, please send us email to [email protected].

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