Email notifications and branded messages

Use the right sender and message for each event.

When to use this. A customer needs confirmation while the internal team needs a new-request alert.

What you’ll need. The triggering event, intended recipients, and approved sender configuration.

Choose the event
Decide whether the message is an internal submission notification, respondent confirmation, signing request, reminder, or approval notice.
Configure the message
Use the relevant app’s email settings or account email templates. Check recipients, subject, and the fields inserted into the message.
Configure your sender
If using a custom mailbox or SMTP connection, use the account approved by your organization and confirm the provider’s requirements.
Test delivery
Trigger a sample event. Check the inbox and spam folder, verify links and branding, and confirm that private response details are not sent to an unintended recipient.

How to know it worked

Each test event sends the right message to the right person.