How to Set up a Send Email Element in JotForm Approvals

The Send Email element allows you to send an email to anyone at any point in your flow. You can notify the requestor when their request has been approved or denied, or notify people that aren’t part of the approval process but would like to hear about the end result of the request. 

From the Approval Elements, drag and drop the Send Email element to the flow canvass.

Click the mail icon next to the Send Email element to configure it.

You’ll see three tabs: Email, Recipients, and Advanced.

The Email tab is where you can change and personalize the Email Subject and customize the Email Content.

The Recipients tab is where you can change the Sender Name, Reply-to Email, and the Recipient Email. 

The Reply-to Email should be your email address, your colleagues, or whoever is tasked with responding to emails when someone replies after their approval/denial. 

If you wish to send an email to the requestor, select Recipient Email as the email field. Otherwise, enter the email address of the recipient. 

In the Advanced tab, you can attach a file. The system accepts PDFs, image files, or Word files. Note that you can only attach one file to an email. 

You can also change the Sender Email. The default is noreply@jotform.com, but you can add a different email if you wish. To add a sender email address, follow the instructions from the following guides:

How to Add a Custom Sender Address to an Email Alert

How to Set up SMTP for a Form

Test the email by clicking the Test Email button at the bottom right side of the window. Otherwise, click the Save button to finish.