Email templates enable you to send fulfillment emails to respondents at different stages within a path, typically as a post-conversion delivery vehicle for an offered document or download. Using email delivery gently incentivizes respondents to provide real name and email address contact information.

Select 'Email Templates' from the 'Libraries' main navigation menu to get started.

Email Categories

The first step to create an email template is to create an email category—these categories are available throughout LiveBall and will help you organize your email templates. Just click the green '+ category' button add your category name and optional description...and click Save! You can also edit/delete an existing category from the list.

Creating Email Templates

Once you have created at least one email category, you can being creating email templates—just click the magnifying glass next to the category where you'd like to add your email template. To add an email template, click the green ‘+ email’ button; to edit an existing email template, click the pencil to the left of the email template name. Then provide the following information:

• A unique email template title
• From name—usually your company name
• From email address
• To name—to dynamically include the respondent's name from the information just collected on a form, enter '@@dataname'. For example, to include data from separate first and last name fields, enter '@@firstname@@lastname'
• To email address—to dynamically include the respondent's email address just collected on a form, enter '@@email'
• Subject line
• Attach a file from your fulfillments library (optional)
• Check the box if the Body Text of the email is in HTML; if left unchecked, email templates are sent as plain text emails by default
• Body text—enter as simple text or use HTML if preferred (don't forget to check the 'Is HTML?' checkbox when using HTML)