Email

Can I send emails through Formitize?
Yes, you can send emails through Formitize. In your management portal, go to CRM>Contacts then click on the contact to whom you would like to send the em...
Mon, 25 Apr, 2022 at 10:43 AM
Does Formitize email integrate with other email systems?
Formitize currently does not support integration with Gmail and other email packages. The email log in the Management Portal provides all email history of s...
Mon, 25 Apr, 2022 at 10:58 AM
How do I change the Email From, name and address?
To adjust the "Email sent from" address, go to Settings cog > Company Profile > Company Details > Email From
Mon, 25 Apr, 2022 at 10:45 AM
How do I customize my email footer?
To customize your email footer in the management portal, go to Settings cog > Email and SMS > Email Footer.
Mon, 25 Apr, 2022 at 10:44 AM
How do I know an email has been sent?
You can check if the email has been sent by going to the Management Portal, Tools > View Email Log and checking the CRM Related email log. You can also ...
Mon, 25 Apr, 2022 at 10:52 AM
How do I set up Email templates?
To set up email templates in your management portal, go to Settings cog > Email and SMS > Email Templates and select Email in the Template Type Drop d...
Mon, 25 Apr, 2022 at 10:48 AM
What are Email Templates?
Email Templates are pre-set email templates that you can use for future correspondence with your clients.
Mon, 25 Apr, 2022 at 11:02 AM
What happens if a customer replies to a Formitize email?
The automated emails being sent from Formitize will have a reply address of your company email address stored in your Company Profile, to adjust the "E...
Mon, 25 Apr, 2022 at 11:01 AM
Where can I view my email templates?
You can view your email templates by go to, Settings cog > Email and SMS > Email Templates and select the  template you would like to view from the te...
Mon, 25 Apr, 2022 at 10:49 AM
Where is the Sent Email log?
You will find the Sent Email Log under Tools>View Email Logs where you will see the Submitted Forms and CRM-related items where you can track and view em...
Mon, 25 Apr, 2022 at 10:56 AM