Email Delivery

Set up custom email deliveries to send merge documents with Formstack Documents. Once you've built your document template, navigate to the "Deliver" tab to set up an email delivery. Select the "New Delivery" button, and click Email.

Settings

Description

Here's where you can create an internal label for your email delivery to better distinguish its purpose.
 

Send Email To/From

These fields will be used to determine the recipient and sender of your email. You can either choose to send it to one of the fields in your document or you can send to a specific email address. If you would like to send to multiple email addresses (fields in your document), then you can type those into the Specific Email box as well - separated by a comma. Example: "{$Email1}, {$Email2}". You can also send to multiple hard-coded emails with the same method. Example: "example1@test.com, example2@test.com".
 

Subject

This is the subject of your email and can contain fields from your document by entering the fields into the box.  Example: "{$Name} has sent you a document"
 

Message

This will be the contents of the email. You will notice an easy "Insert Fields" dropdown below the message box that you can use to insert fields to be merged in your message.

Images

It's possible to add an image to the message of the email by clicking the image icon button and choosing to add a public URL for a hosted image. Alternatively, you can upload an image that can be hosted as seen below. 

It's also possible to dynamically add a hosted image to the message of the email by including a merge field with a modifier in the message field. For example, let's say you're looking to pass an image from a Form and would like for this image to be included in the body of the email. Here's an example of how it would look:

{$image|insert_img_to_email:300:100}

Please note - this feature only works when passing a hosted image with a public URL. 

To break down this tag, $image is the merge field, 300 is the width, and 100 is the height (you can change these to create the correct size image). Alternatively, you can also use {$image|insert_img_to_email} if you'd like to use the original width and height of the image.

If you wanted to automatically size the height to keep proportions, you can use a "0" for the height like this:

{$image|insert_img_to_email:300:0}

If you'd like to set a maximum height to your image, you would use a tag like this:

{$image|insert_img_to_email:300:0:0:200}

Here's how this would look on the Email Delivery Message configuration 

Note: if the option 'Send email without merged document attached' is chosen from the more options panel, this modifier will not work.

More Options Panel

Underneath this section/link, we have some advanced options that you can use.

• Always send this email - Uncheck this box to add conditions when to send the email
• CC - Use this to carbon copy more email addresses on the email
• BCC - Use this to blind carbon copy more email addresses on the email
• Include a "Read Receipt" - Use this to be notified when the email is read
• Send email without merged document attached - Use this to send an email without the merged document
• Use my mail server to send email - Use this option to use your own mail server to send out the email
• Secure your document - Use this option if you are sending sensitive information. You have a few options, and they are outlined below:
  • Low - This option is basic data encryption without any password needed
  • Medium - This places a password on the document that must be entered to view. (Available for PDF only)
  • High - This option requires the document to be downloaded (after entering the password) from our website.  No document is sent via email
  • Password
    • The password field will only show up when you select Medium or High-security options. This is the password that will be used to open the document (medium security) or download the document (high security).
• Send custom email headers - Use this to add your own email headers
• Send download links if attachments are larger than - Enable this setting to send a download link in lieu of the actual merged file as an attachment.
• Delay this delivery - With this setting enabled, we will hold the delivery until the desired time has passed. Enter a specific date into this field (for example "6/30/2024") or a time interval (for example "+ 3 days").
• If an error occurs, send an email to - Be alerted when an error occurs with this merge

IP Addresses

Click here to see a list of IP address's across Formstack's services, including "Formstack Documents Email IPs" from which our servers will send these deliveries