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Email Guide

Professional Quotation Emails

Configure email templates with merge fields, HTML styling, and conditional content.

Overview

FlowForms automatically sends professional quotation emails when a form is submitted. You can customize the email template per form using the built-in WYSIWYG editor and merge field system.

Email Configuration

Setting Up

  1. In the form editor, go to the Actions step
  2. Configure email recipients:
  3. To — Customer email
  4. CC — Additional recipients
  5. BCC — Hidden copy
  6. Write your email subject and body
  7. Save changes

Templates

Each form can have its own email template. Templates support:

  • Rich text — Bold, italic, lists, links
  • HTML mode — Write custom HTML
  • Merge fields — Dynamic content from submission data

Merge Fields

Insert dynamic content using {{ fieldName }} syntax:

Dear {{ contact.name }},

Thank you for your quotation request.

Your selected package: {{ solutions.selection }}
Estimated total: {{ solutions.total }}

We will be in touch within 24 hours.

Best regards,
The Team

Available Fields

Fields correspond to the step and option names in your form:

Field Example Value
{{ contact.name }} John Tan
{{ contact.email }} john@example.com
{{ contact.company }} Acme Pte Ltd
{{ solutions.selection }} Premium Package
{{ solutions.total }} $1,200.00
{{ timeline.timeline }} 2 Weeks

Conditional Content

Use ternary syntax for conditional content:

{{ contact.company ? "Company: " + contact.company : "No company provided" }}

This shows the company name if provided, otherwise shows a fallback message.

Tips

  • Test your template by submitting a test form
  • Keep it professional — Use your company branding
  • Include next steps — Tell customers what happens after they submit
  • Always test merge fields — Verify they populate correctly before going live