This article will show you how to customize the email subject
Why customize the email subject
Customizing the email subject allows you to identify and organize your PDF reports quickly and efficiently. This ensures recipients can immediately recognize the content and purpose of each report. By personalizing the subject line, you can standardize it by inspection type or use specific details that were entered into the form template through the use of KPI labels
Before we get started
Take note
- You can customize your email subject only if you are an "Owner" or "Admin" of the organization.
- For dynamic subject names, you must use the KPI formulas in your form template to define the variable that you would like to use.
- You can only customize your email subject via the web portal.
- You can use multiple form variables in the email subject
Customize the email subject.
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.
Step 3: Click on templates
Step 4: Click on workflows
4.1 Build a workflow or edit an existing one. For guidance on how to build a workflow, read the following article: How to build a workflow
Step 5: Click on additional settings
Step 6: Type the email subject
Step 7: Publish the workflow and assign it to your team
For guidance on how to assign a workflow to a team, read the article: How to assign a new version of a workflow to a team
Add dynamic email subject
Dynamic email subjects are generated using specific data users enter into the form. This means that you can create subject lines that automatically incorporate relevant information, such as the name of the person submitting the report. You can define these variables by utilizing KPIs within your form template.
Step 1: Build a form or edit an existing one
For guidance on how to build a form, read the article: How to build a form
Step 2: Build a KPI formula
Step 3: Copy the formula result name
Step 4: Publish form
Step 5: Click on workflows
Step 6: Edit workflow
Step 7: Click additional settings
Step 8: Paste formula result copied in step two, into the email subject text box
When pasting the formula, ensure that you place two curved brackets at the beginning of the copied text and after
Step 9: Publish workflow
Step 10: Assign workflow back to the team
For guidance on how to assign a workflow to a team, read the article: How to assign a new version of a workflow to a team
And that's how easy it is!
We hope this article is helpful in customizing the email subject. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!