User interface lead

In the Lead section, you configure the email notification. This means that the selector user receives an email with a summary of the results after submitting the contact form. You can also create a notification for people in your team or yourself.

💡 Before you can use the Mail Configuration feature under Lead, you must first create a contact form under Form Page.

• New Mail Config: Create new email notification.

• Sender: Display name of the email sender.

• Recipients: Email recipients.

• Trigger: Selection of the contact form.

• SMTP user: Email address that sends the e-mail messages.

💡 The option admin@foxbase.de is currently available. Do you need an individual SMTP user? Your CSM support will be happy to help you.

• Header template: Selection of the email subject (default: request_notification_mail_subject).

• Body Template: Selection of the email text (default: request_notification_mail_body).

• Send attachments: Activation of the toggle enables the addition of a PDF attachment.

  • Attachment template: Enter the PDF URL.

  • Custom attachment file name: Enter the PDF name (format: Name.pdf).