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How to Pipe Variables into Emails
  • Updated

In addition to piping within forms, it is also possible to have site data piped into emails within your site.  This can be useful if you would like to personalize emails that are getting sent from your site by utilizing manual emails or automations.

NOTE: The variables you can pull into an email will vary depending on where you are sending the email from.

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Piping Variables into Emails sent to Applications

To include piping variables in manual emails:

  1. Go to the Manage Applications section
  2. Select the applications whose applicants you want to email. You can use the Search by or Filters to pull up a list of specific applications
  3. Click the Email icon
  4. Click on the Piping tool icon Piping_Tool.png within the Subject or Body to customize the text
  5. Select the target which you would like to pipe from (User, Applicant, Form Responses)
  6. Select the specific variable(s) you would like piped into the email
  7. Click Add

 

Piping Variables into Emails sent to Users

To include piping variables in manual emails:

  1. Go to Manage Users
  2. Select the users you wish to email. You can use the Search by or Filters to pull up a list of specific users
  3. Click the checkbox next to the user(s) you want to email
  4. Click the Email icon
  5. Click on the Piping tool icon Piping_Tool.png within the Subject or Body to customize the text.
  6. Select the target which you would like to pipe from (User, Applicant)
  7. Select the specific variable(s) you would like piped into the email
  8. Click Add

NOTE: You will not be able to pipe from Form Responses or anything specific to an application

 

Piping Variables into Email Templates

To include piping variables in manual emails:

  1. Create a New Email Template
  2. Click on the Piping tool icon Piping_Tool.png within the Subject or Body to customize the text.
  3. Select the target which you would like to pipe from (User, Applicant)
  4. Select the specific variable(s) you would like piped into the email
  5. Click Add

NOTE: You will not be able to pipe variables that are specific to a program. If you need to create an email template that contains, form responses, custom fields, etc, consider following the steps in Piping Variables into Emails sent to Applications and saving that email as a template

Piping Variables into Automations 

It is also possible to pipe information from different locations in the site to an automated email using site automations.  This will allow you to further personalize emails which are sent to users in the site, whether it's directed to a Reviewer or an Applicant, to complete a review, or to confirm to an Applicant that their application has been submitted.

  1. Create your email automation
  2. Click on the Piping tool icon Piping_Tool.pngnext to the Recipient field to customize who the email is to be sent to
  3. Click on the Piping tool icon within the Subject or Body to customize the text
  4. Select the target which you would like to pipe from (User, Applicant)
  5. Select the specific variable(s) you would like piped into the email
  6. Click Add

 

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