Configure Email Settings for Surveys

Business Background

Configure an email for your Survey project in a few clicks with no code.

Titan Solution

Titan Web lets you configure the email settings in your Survey project.

How to Video

Coming soon!

How to Guide

1. Click the Gear icon to open the Project settings.
2. Select the Tools option and click the Gear icon next to Emails. The Configure Project Email Settings screen opens.

3. Click the + button. The Configure Email Settings screen opens on the Email name tab by default.

4. Under the Email name option, type the following:
   • Configuration name. This is mandatory.
   • Description. This is mandatory. There is a 65-character limit on this field.
     • These two fields are shown when the email configuration is added to the Configure Project Email Settings screen.
5. Select the Next button.

6. Under Recipients, set up the recipients of the email.
   • Add a Static or Field value for the To option. This is mandatory.
     • Static: Type the email address/es in the field.
     • Field: Use the drop-down list to select a field.
       • Make sure that you have added an Email slide to the survey.
   • You can add CC, BCC, and Reply to fields as well. These are optional.
7. Select the Next button.

8. Under Send Via, you have two option with which you can send the email:
   • Salesforce
   • Titan

For Salesforce:

9. Send via Salesforce. This is the default option:
   • Use the drop-down list to select an organizational email address. This is mandatory.
   • If necessary, select the Use Titan mail server as fallback checkbox to add it as an option.
10. Select the Next button.

11. Under Content, do as follows. These options apply when you use Salesforce to send the email.
12. Use the drop-down lists to select the following:
    • Folder
    • Template
    • RecordID
      • Static: Type a recordID in the field.
      • Field: Use the drop-down list to select a recordID.
13. Select the Next button.

14. Alternatively, select the Manual radio button to manually edit the email sent via Salesforce. The fields were completed by default when you selected the template.
15. Use the drop-down lists to select the following:
    • RecordID
      • Static: Type a recordID in the field.
      • Field: Use the drop-down list to select a recordID field.
    • Subject
      • Static: You can change the subject that was added by default when you selected the template.
      • Field: Use the drop-down list to select a subject field.
    • Body
      • Static: Make changes to the template in the body field.
      • Field: Use the drop-down list to select a body field.
16. Select the Next button.

For Titan:

17. Alternatively, under Send Via, select Titan.
    • Select the Titan radio button.
    • Add a Static or Field value for the From Name option.
      • Static: Type the name in the field.
      • Field: Use the drop-down list to select a field.
18. Select the Next button.

19. Under Content, do as follows. These options apply when you use Titan to send the email.
    • Add Static content:
      • Add the subject as a static value: Type the subject in the Subject field. This is mandatory.
      • Add the email body as a static value: Use the Rich text Editor to add the email body. This is mandatory.
    • Alternatively, add the content as Field values.
      • Use the drop-down lists to select the subject and body fields. These are mandatory fields.
20. Select the Next button.

21. Under the Attachments option, use the drop-down list to select any attachments.

• Configure the document/s before they can be attached:
  • Word
  • Excel
  • Auto PDF

• Add a File Upload element.
• Use the drop-down list to select an option.

22. Click the Apply button.

The email is added to the screen.