Email Template for Confirmation Email

I know this is probably a noob question, but I am still working through little things here and there.

On a form submission I want to send a confirmation email.

Is the only email templates available those created with the old designer via Manage | Campaigns | Triggers?

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  • Hi John!

    When using the confirmation email option on the form builder, it will only pull emails created as a trigger with the old designer as you mentioned. If you would like to use the newer builders to design your confirmation email, you can use Email Builders 1.0 or 2.0, grab the source code, then paste it into the trigger HTML. This way, you wouldn't have to use the old designer.

    Alternatively, instead of using the confirmation email option, you can use a nurture to send out the email. You can add an action to add them to a nurture with the confirmation email as the first step.

    Please let me know if you would like more details on the above processes!

    Sincerely,

    Tina

  • excuse my ignorange, but how, in EMB, do I take the code from my email built in EMB2, to put it in a template? Unless I am missing something, I can only build email templates with EMB.

  • Hi John,

    If you select the email from the Manage Email Campaigns list view, and click the context menu (three dots) in the upper right corner, you will have the option to copy the HTML code of that email by selecting "Source Code". 

    Director, Customer Enablement | SugarCRM

  • Right, that is the easy part and I got that. But since I have to use EMB1, how do I now use that HTML in the template I have to create in EMB1? That's what I can't figure out.

    Just to be sure I am tracking here.

    I have to use EMB1 to build the confirmation email for the confirmation email.

    said to use EMB2 to design it, then use the HTML for the confirmation email.

    I guess I am trying to figure out how to use the HTML I just grabbed from the email I created in EMB2.

  • Ah, I think I figured out what I was doing wrong. I was trying to build an email in EMB2 to grab the HTML. That I have down.

    I was then trying to create an email in EMB1 to use as the confirmation email.

    What it seems I should have been doing is the trigger, with Email Designer, not even EMB1.

  • Hi John,

    Exactly! In the trigger email (old designer), there is an "Email HTML" tab. At the bottom, you have another tab labeled "HTML". In this section, you can paste your source code.

    Best wishes,

    Tina

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