To set up document fulfillment actions for exhibitor portal capture forms, you must set-up a document request fulfillment action on your capture form template.
To do that, follow the steps below:
Create a document email:
- Navigate to Content > Email
- Click on New
- Enter your email details.
- Select 'Start with a Template' for a smooth email builder experience.
- Select a layout. In our example, we are using the 1 column layout for simplicity.
- Click on the email body to customize it.
- Add a message to the attendees who are going to receive the email.
- Now, we are going to add the field that contains the requested documents. To do that, first, click on 'Fields'.
- From 'Category', choose 'Last Submission Data', and from 'Field', choose 'All Documents', then click 'Insert'.
- The field will appear in the email, along with the default message "Here are the docs you requested:". Feel free to change the default message to whatever you want!
Now your email is ready! You can go ahead and exit it. The next step is to set it up on the template.
Set up the document request fulfillment action on the capture form template:
- Navigate to Events > Capture > Templates.- Click on your template.
- Click on the settings gear from the top right and click on 'Actions (Doc Request)'.
- Select the action 'Send Email'.
- Select the email you created from the 'Select Email' dropdown.
- Select 'Send from Custom' from the sender dropdown:
- Add the sender and reply to emails. Make sure they are on your authenticated email domains on Captello.
- Click Save.Congratulations! The template is now ready to be used in an exhibitor portal event to send document emails automatically!