Formitize User Guide

You can create an Email, SMS or Letter template in the Web Portal > Settings cog > Email and SMS > Communication Templates. Templates can be us...

You can edit / delete templates in your account Web Portal, by going to the Settings cog > Email & SMS > Communication Templates. Then select...

To add Placeholder information to your Templates, press Ctrl + Space to view placeholder options then choose the ones you wish to add to your templates.  ...

Emails sent through your account from the CRM and Form submissions will generate a bounce log notification should the receiver's email address be incorr...

A bounce log is when you get a notification of the details of an email not being sent.  You can change the Bounced Email Log Notifications here, so that...

There are a number of ways to check whether an email has been successfully sent, and can also set up email notifications if an email bounces. How do I cha...

To update the email address for bounced emails, Web Portal > Tools > Email Log. Within the View Email Log, locate the Email Bounce Log and specify ...

If an email is queuing and then bounces or reports back as a failure or bounce notification, then it may be that the email address it has tried to send to i...

In the Web Portal, go to the Settings Cog > Email & SMS > Email Footer. You will be able to edit the field with what you would prefer to ...

There are a couple of ways that you can add a link to an automated message. If you would like to simply add the link address, you can paste or type it i...