Automatic Follow-Up Email

This will take you through the steps of adding an Automatic Follow-Up Email to a Marketing Form which a submitter will be sent after completing the form. 

1. Click on Marketing Request Forms and open the Marketing Form you've created. 
2. Open the General tab and check the box for Send Copy of Email to Submitter? 
3. Open the Display tab and uncheck the Use Standard Submit Process box.
4. Open the Email tab and enter your custom email using the Submitter Email section. Disregard the Standard Email section (you will not need to use this). 
5. When done, click Save & Close at the top right of the page to save your changes.

In the Submitter Email section:

• Check off the Use Custom Format box
• Enter a From Name; this will be the “Name” that appears as who the email is coming from
• Enter a Reply-To Address; an email used if a user replies to the Follow-Up Email
• Enter a Subject Line for the email
• Choose an option for Body Type. There is the option to have simple Text, or to enter HTML
• Enter the Body Text of your Email in the corresponding box