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

Path:

Project Settings > Tools > Emails > Gear icon

Emails option
Emails option
  1. Select the + button. The Configure Email Settings screen opens on Email settings by default.
Configure Project Email Settings screen
Configure Project Email Settings screen
Note:

There are five steps to complete.

  1. Email name (The name and description fields are mandatory.)
  2. Recipients (The To field is mandatory.)
  3. Select Send Via
    • Select either Salesforce (default) or Titan.
    • The processes are slightly different and the choice affects how 3. Content is configure.
  4. Content (For Salesforce – Manual and Titan, the Subject field and the Body are mandatory.)
  5. Attachment
  1. 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.
  2. Select the Next button.
1. Email name
1. Email name
  1. 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.
  2. Select the Next button.
2. Recipients
2. Recipients
  1. Under Send Via, you have two option with which you can send the email:

For Salesforce:

Note:

We recommend you send emails via Salesforce or your own SMTP server.

  1. 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.
  2. Select the Next button.
3. Send Via – Salesforce
  1. Under Content, do as follows. These options apply when you use Salesforce to send the email.
  2. 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.
  3. Select the Next button.
4. Content - Salesforce
4. Content – Salesforce
  1. 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.
  2. 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.
  3. Select the Next button.
4. Content - Manual
4. Content – Manual

For Titan:

Warning:

When using the Titan mail server and three emails bounce (for instance, when the receiving email server is temporarily unavailable, was overloaded, or couldn’t be found), the system will block all emails from that account for three days. The emails will be released after this period unless three more emails bounce.

  1. 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.
  2. Select the Next button.
3. Send Via - Titan
3. Send Via – Titan
  1. 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.
  2. Select the Next button.
4. Content - Titan
4. Content – Titan
Note:

If necessary, use the All elements drop-down list to add elements to the email body.

  1. Under the Attachments option, use the drop-down list to select any attachments.
  • Configure the document/s before they can be attached:
Path:

Titan Web > Project Settings > Tools > Document Generation > Gear icon

5. Attachment
5. Attachment
  • Add a File Upload element.
  • Use the drop-down list to select an option.
  1. Select the Apply button.

The email is added to the screen.

Email added
Email added
Note:

  1. The logo shows whether the email is sent with Salesforce or Titan. In this example, it is being sent with Titan.
  2. Use the edit icon to edit this email.
  3. Use the Kebab icon to do one of the following:
    • Clone
    • Turn Off
    • Delete
  4. This is the mandatory Configuration name added under 5. Email name.
  5. This is the mandatory Description added under 5. Email name.
  6. The attachment icon is added if the email has an attachment.

Hidden Title

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