Configuring Emails for Form Receipt and Saved for later

This is advice on how you can set up / change the emails sent to customers when they save a form for later and when they have submitted a form. The specific example relates to the emails when submitting a Track and Trace Isolation Payment Claim, however is equally applicable to other forms.

• Within System Management click on the Resources tab.
• Then select the form Test and Trace SIP per below:

• Then locate these four resources. Just scroll down to find them:

The first two relate to the body and subject of the email that the customer sees when saving the form. 

The second two relate to the body and subject of the email that the customer sees when submitting the form i.e. the receipt. 

Save for later Email body example:

Simply change the words but don't change any of the <p> etc. 

And insert the URL of your form/guidance etc. 

<p> Hello,  </p>    <p>  Thank you for choosing to complete our Test and Trace Self-Isolation Payment application form online.  </p>  <p>  You have chosen to save your form to complete later. </p><p>Please use the reference number below to retrieve the information you have entered so far.  </p>    <p>  [Reference]  </p>  

<p>Click this link to back to the form <a href="Your Form URL goes here" target="_blank">here</a>  </p>

<p>Thank you,</p>

<strong>Your Council</strong>

<br>

<a href="Link to Coronavirus goes here" target="_blank">Coronavirus Guidance</a>

Send Applicant Email Body example:

<p> Hello,  </p>    <p>  Thank you for choosing to complete our Test and Trace Self-Isolation Payment application form online.  </p>

<p>We will be reviewing the content you have provided as quickly as possible. If we need anything more we will be in touch.</p>

<p>Thank you,</p>

<strong>YourCouncil</strong>

<a href="Link to Coronavirus goes here" target="_blank">Coronavirus Guidance</a>