Customizing External Request Form Email Confirmations
|
Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
|
Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
Account admins and owners can customize request form email confirmations. On Enterprise accounts, this right can be revoked from account admins.
When a non-Wrike user submits an external request form they receive an email confirmation letting them know that their request was successfully submitted. This email can be customized.
-
Click your profile image in the sidebar.
-
Select Settings from the drop-down.
-
Click Request forms in the left panel.
-
Click Configure emails in the upper-right corner 1.
-
In the pop-up:
-
Specify the sender's name. It'll appear in the' From:" field of the email 2.
-
Modify the opening line, email body, and signature 3.
-
-
Click Save 4.
If you have a branded workspace you can also upload a company logo in your account settings to send branded email confirmations.
Note
The language of the automatically generated sections, including the default "Thank you" message, is determined by the web browser language settings of the person filling out the form.
Sample email: