Send Emails

An important submission action is sending an email to you or your customer when clicking a button. Learn here how you can get the most out of your emails.

ConvertCalculator is the perfect tool to automate your marketing and sales flow. We have several ways to collect data via a call to action(CTA) or simply called a button.

An important action is sending an email on submission. Either to you or to your users. ConvertCalculator offers a basic setup to send emails.

We offer a basic template, that you can personalize to your specifications.

Basic email template

You can add an email action to your button as follows:

(add button)
select your new button and in the button panel scroll to "add action"
add the "Send Submission Email" action

In the "Send to email", you can input your email or your user's email by including the reference of the email question between mustache brackets.

Note: you can add as many emails as you like on a button, allowing you to send different emails to recipients.

We offer a basic email message template that already includes responses to all form elements (questions and formulas) via:

HTML
{{> report}}

The report shortcut works perfectly for smaller forms and calculators. But is less suited for larger forms or forms that include conditional logic.

Including or excluding elements from the report

You can influence which questions to include in the report. In the email action, select the option to "Customize report fields". This allows you to only include selected elements in your report. By changing the sequence of the elements, you can set the order in which the elements are included in the report.

Using form elements directly in your email copy

See this template for a live example of a custom email.

When you need even more flexibility, you also have the option to include the form element responses directly in your email. You can do this by referencing the question/formula references between mustache brackets:

This will allow you to build a custom email that is tailored to each of your users by drawing in their form responses. The email editor accepts HTML code, so adding </br> in your email ensures that the following element is displayed on the next line.

Including form elements in your email, gives you more versatility. But when you have a lot of conditional logic in your calculator, you might need something more powerful.

In that case, we suggest you create variables and use these 'email variables' in your email template:

create a new variable
include the conditional logic in the variable using chained conditionals
include the 'email variable' in the email template

Conditional text in your email

"Logic less" templates allow you to create conditional statements in your email templates. If you want to display a message only when a specific condition is met, you can use the following syntax:

HTML
{{#VARIABLE}}

This text is only shown when the output of the variable is True. 
You need to ensure the variable you use outputs either true or false. 
The syntax of the VARIABLE could be something like this:

   IF(QA > 0, TRUE, FALSE)

{{/VARIABLE}}

The conditional text is only included in the email when the result of VARIABLE is true.

Setting your sender domain and sender signature

When sending emails, we use “noreply@convertcalculator.co” by default. You can completely go on brand by using a custom email domain.

If you want to use a custom email domain, verify it by setting up your sender domain and sender signature. The email address that will appear as the from address is your sender signature. The receiving email server sees the sender domain when initiating the session. We strongly recommend verifying your domain to ensure effective email delivery.

You can set up your sender domain and signature in your workspace settings/email. The settings page will give you the instructions to set up the domain and signature correctly.

When setting the sender domain, know that you must have access to the domain’s DNS records to add the DKIM and Return Path to verify it.

Note: when verifying your sender domain you must insert your 'naked domain', which means you should not include www. Verifying your domain will otherwise fail.

In the email settings, you can also opt to only set up the sender signature. We do not recommend this for deliverability, but it's the easiest way to go. After you add your sender signature, you will receive a confirmation email. After you confirm the email, the sender signature is set up.

Note: when you have already verified your sender domain, you will not receive a confirmation email when setting up your sender signature.