In this article we will provide you with a template document for a simple html trigger e-mail. We will also give you a description of how to modify this template.
A trigger e-mail can be set up in the data garden, in the section Mutating Records on the Rules tab.
Whenever a specific condition within the data set of a particular project is met, this notification e-mail is triggered and sent (hence the word trigger e-mail). For instance, a manager would proactively like to know whenever a particularly low or high score is being awarded by a respondent, for example:
Now how do you edit this template to match your company details and provide you with the data that concerns your project?
The first thing you have to do is copy the html code that has been attached to this article and paste it in the html/css editor tab. Next, click back to the Editor View tab.
In the template you can now adjust the texts to create an email that contains all information you want. You also choose which data from the data garden you would like to include. You can use background variables that are available: in this example the name of the customer. You can also include the answers from the questionnaire. This dynamic information is added with the field picker (the FP button, see below)
Please note: If you feel more comfortable in editing html, you may very well alter the type of font, the alignment of the text, images, hyperlinks and further customize the template to your needs as well.