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Send Automatic Email
Send Automatic Email
Julia Zabnicka avatar
Written by Julia Zabnicka
Updated over 2 years ago

The system can be set to send an Account Document email automatically when a specific Response is set.

To do this select Menu, Setup > Responses.

Click on the Response that you wish for an email to be sent for then click on the section header Emails.

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Select the email(s) that you wish to be sent for this response, note that you will need to set up the email information using Setup > Documents as described in document setup.

If the email should always go to the same person enter their email address in the field Recipient. Optionally enter in a merge such as *contact or *salesman to send the Email to them.

To send the email to multiple people separate each email address with a semi-colon (;)

Click here to view a video guide covering this topic

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