Your instance sends emails: invitations, password resets, notifications and PDF copies of answers sent by automations. The Email menu brings everything about them together.
Send through your own server
To send emails from your own address (for example forms@your-company.ch):
- Open Email, Configuration tab.
- With Quick setup, pick your provider: the server settings fill themselves in. Otherwise enter the SMTP host, port and security (STARTTLS for port 587, SSL/TLS for port 465).
- Enter the login, password, sender address and sender name. Gmail and Yahoo require an app password, not your usual one.
- Click Test connection.
- Click Send test email: it uses the settings shown on the page, even before you save them.
- Save.
Email templates
The Email templates tab lets you rewrite message content (subject, text, HTML version) with variables such as the person's name or the activation link. A template can be duplicated for each language.
Email log
The Sent emails tab lists every email sent by the instance with its delivery status (sent, failed, bounced). Click a row for details and any error. Old entries can be cleaned up.
Email requests
No mail server of your own? In Email requests, ask for a professional address on our infrastructure by giving the Desired email address and its purpose. Our team reviews the request, creates the account and lets you know; you follow its status in My email requests.