Design Your Template
Transform raw form data into professional, branded communications using our intuitive visual editor.
Access the Template Editor
Open the Smart Form Notifications sidebar, create a new workflow (or edit an existing one), and navigate to the Email Template tab.
Configure & Craft
Recipients & Subject
Route your emails to static addresses or use Merge Tags like {{Email}} for dynamic routing.
Merge Tags allow you to send a copy to the person who filled out the form automatically.
Rich Text Editor
Format your message with bold, italics, lists, and your company branding colors.
Insert form-specific tags directly into your body to personalize each message.
Insert Variables
Use the sidebar panel to click and add form-specific tags without typing them manually.
Common tags include {{Name}}, {{Phone Number}}, and {{SubmissionDate}}.
Advanced Attachments
Automatically include files uploaded by respondents (like resumes) directly in the email.
Supports images, PDFs, and document files uploaded via the 'File Upload' question type.
Visual Editor Walkthrough
Finalize & Connect
Ready to go live?
Once your design is complete, proceed to the configuration settings to finalize your global triggers. This ensures your beautiful new template is sent out with every new submission.