How to create email templates?

Email templates in Axonator allow you to standardize and automate your email communications based on form submissions. This guide will walk you through the process of creating an email template.

1. Access Your Axonator Account

   • Open your web browser and navigate to https://app.axonator.com/
   • Log in to your account using your credentials

2. Navigate to the Reports Section

   • Once logged in, look for the menu options
   • Find and click on the “Reports” section

3. Initiate New Template Creation

   • In the Reports section, look for an option to create a new template
     
   • Select this option and choose ‘Email Template’ from the available options
     

4. Add Fields to Your Template

   • On the left panel, you’ll see a list of forms
   • Click the ‘+’ icon next to the form name to expand it
   • Select specific fields from the form and Drag and Drop include them in your email template

5. Format Your Email Content

   • Use the provided editing options to format your email text:
     • Adjust font style, size, and color
     • Set text alignment
     • Insert elements like links, images, and lists
     • Use block quotes as needed

6. Add Email Subject

   • Look for a provision at the top of the page to add a subject line
   • Enter an appropriate subject for your email

7. Preview Your Template

   • Find and click on the preview icon
   • This allows you to see how your email will look when sent

8. Save Your Template

   • To save your progress and allow for future edits, use the ‘Draft’ option
   • Once your template is complete, use the ‘Save’ option to finalize it and make it functional

Important Notes

• Ensure that all necessary information is included in your template
• Keep your email design clean and professional
• Test your template thoroughly before using it in production
• Remember that once saved, this template will be used to send emails automatically when the associated form is filled
• You can always come back and edit your template if needed