Customizing External Request Form Email Confirmations
TL;DR
Account admins and owners can customize the email confirmation sent to external users after they submit a request form. To do this, go to Settings → Request forms → Configure emails, then edit the sender name, opening line, email body, and signature, and click Save. If your workspace is branded, you can also add a company logo for branded confirmations. The language of auto-generated parts of the email depends on the submitter’s browser language settings.
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Note
External request forms are not available during the trial period by default. To enable this feature for your account whilst on trial, please contact Customer Support or your Account Representative.
Account admins and owners can customize request form email confirmations. On Legacy Enterprise , Pinnacle and Apex 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.
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Click your profile image in the sidebar.
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Select Settings from the drop-down.
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Click Request forms in the left panel.
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Click Configure emails in the upper-right corner 1.
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In the pop-up:
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Specify the sender's name. It'll appear in the' From:" field of the email 2.
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Modify the opening line, email body, and signature 3.
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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: