You can customize the emails approvers see when they get a notification to approve/review a form and the email that initiators receive when their form is complete.
Note: To use this feature, you must be a Form Owner or Form Admin to customize the approver email template. If you don't have this access, please contact your district's Informed K12 administrator. If you are unsure of who that may be, feel free to reach out to us at support for more information.
Note: This setting affects all users and recipients of this form.
In this article:
How to customize the completion email
How to customize the approver email
How to determine what can be customized
How to customize the completion email
The completion email is sent to initiators when their form has gone through the approval process and is completed.
- Log into your account.
- Navigate to your form's responses page for the form you are customizing.
- Click on Settings.
- Next to Completion, click Edit.
- You can update the Email Subject, Email Body, and Allow Replies for the Completion Email. To learn more about what each of these means, see here.
How to customize the Approver email
The approver email is sent to approvers that are on the approval route. All approvers that the form is sent to will receive this customized messaging.
- Log into your account.
- Navigate to your form's responses page for the form you are customizing.
- Click on Settings.
- Next to Approver Email, click Edit.
- You can update the Email Subject, Email Body, and Allow Replies for the Approver Email. To learn more about what each of these means, see here.
- Click Update email template to save any changes you've made to the template.
Note: {recipient} in the email subject and body corresponds to the Email Information, which can display specific information for each submission. For more details on how to customize {recipient}, see this guide.
How to determine what us customized in emails
- Updates to the Email Subject changes the title of the email. This is the preview people see before they click into the email.
- Updates to the Email Body changes the content of the email. This is the content people see when they click to see the email.
- Changing Allow replies allows you to specify if replies to the email should be sent the original sender.
- When Allows replies are checked, the approver can reply directly to the form owner (for group forms) or previous approver (for routed forms)
- When Allow replies is not checked, approvers can not reply directly to the form owner or previous approver.