An important submission action is sending an email to you or your customer when clicking a button. Learn here how you can get the most out of your emails.
ConvertCalculator is the perfect tool to automate your marketing and sales flow. We have several ways to collect data via a call to action(CTA) or simply called a button.
An important action is sending an email on submission. Either to you or to your users. ConvertCalculator offers a basic setup to send emails.
We offer a basic template, that you can personalize to your specifications.
Basic email template
You can add an email action to your button as follows:
select your new button and in the button panel scroll to "add action"
add the "Send Submission Email" action
In the "Send to email", you can input your email or your user's email by including the reference of the email question between mustache brackets.
Note: you can add as many emails as you like on a button, allowing you to send different emails to recipients.
We offer a basic email message template that already includes responses to all form elements (questions and formulas) via:
The report shortcut works perfectly for smaller forms and calculators. But is less suited for larger forms or forms that include conditional logic.
Including or excluding elements from the report
You can influence which questions to include in the report. In the email action, select the option to "Customize report fields". This allows you to only include selected elements in your report. By changing the sequence of the elements, you can set the order in which the elements are included in the report.
Using form elements directly in your email copy
When you need even more flexibility, you also have the option to include the form element responses directly in your email. You can do this by referencing the question/formula references between mustache brackets:
This will allow you to build a custom email that is tailored to each of your users by drawing in their form responses. The email editor accepts HTML code, so adding </br> in your email, makes sure that the following element is displayed on the next line.
Including form elements in your email, gives you more versatility. But when you have a lot of conditional logic in your calculator, you might need something more powerful.
In that case, we suggest you create variables and use these 'email variables' in your email template:
create a new variable
include the conditional logic in the variable using chained conditionals
include the 'email variable' in the email template
Setting your sender domain and sender signature
When sending emails, we use “firstname.lastname@example.org” by default. You have the option to completely go on brand by using a custom email domain.
If you want to use a custom email domain, you need to verify it by setting up your sender domain and sender signature. The email address that will appear as the from address is your sender signature. The sender domain is what the receiving email server sees when initiating the session. We strongly recommend verifying your domain to ensure effective email delivery.
You can set up your sender domain and signature in your workspace settings/email. The settings page will give you the instructions to set up the domain and signature correctly.
When setting the sender domain, know that you must have access to the domain’s DNS records in order to add the DKIM and Return Path to verify it.
Note: when verifying your sender domain it is very important that you insert your 'naked domain', which means you should not include www. Verifying your domain will otherwise fail.
In the email settings, you can also opt to only set up the sender signature. We do not recommend this for deliverability, but it's the easiest way to go. After you add your sender signature, you will receive a confirmation email. After you confirm the email, the sender signature is set up.
Note: when you have already verified your sender domain, you will not receive a confirmation email when setting up your sender signature.