Jenzabar Campus Portal Features Help Hub

Working with Email Templates

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

When someone submits a form entry, you can automatically send them an email to let them know their form was submitted successfully, send them additional information, notify them of upcoming events, etc. You can customize the email to include any follow-up info you'd like, and you can choose to include a copy of their entry in the email as well.

Note

Emails are sent using Campus Portal notifications and not client application services.

  1. Log in to the Campus Portal as an administrator and access FormFlow - Forms.

  2. Click Manage Forms.

  3. Click on the form you want to update. The admin view of the form displays.

  4. Click the ellipsis on the appropriate button question and select Edit.

  5. Click Rules.

  6. Click Add Step.

  7. From the drop-down, select the condition If answer value is.

  8. In the field to the right of the condition, enter the value *.

  9. From the Action drop-down, select Email: Send.

  10. Select an email template from the drop-down list. If you don't have a template, click the Add icon to open the Edit item pop-up and add email details.

    1. The Send Event drop-down shows the action that triggers the email being sent. You can update that as needed.

    2. Enter an Email From address, an Email To Address, and an Email to Answer.

    3. Enter an email Subject.

    4. Select the Include submission checkbox to include a PDF copy of the completed form with the email.

    5. Add an email Message.

  11. Save changes when you are finished.

There are a couple of reasons why the email might not be received:

  • The form user might have spam filters in place that keep the automated email from going to their inbox.

  • Your school's SMTP may be having issues.