User Manual
User Manual
If you don't see the following email-sending features in the sheets, it may be related to your access rights. Please contact your SYSAdmin to check the access rights configuration.
To send a specific entry, navigate to the Form Page, click on Tools at the top, and select Email This Entry.
You can customize the following settings:
Reply to: The default is {{DEFAULT_REPLY_TO}}, meaning replies will go to Ragic and appear in the email icon at the bottom right of the record's Form Page. You can modify this setting to customize the reply recipient.
Recipient, CC, BCC: If no special settings are applied, the Recipient will default to the first field containing an email address, while the CC and BCC fields will be empty by default.
Switching Mode
"Reply to" and "Recipient" (including CC and BCC) can be switched to either "input by select" or "input by text" mode. In "input by text" mode, you can directly enter an email address or use variables for configuration.
Ragic provides a default subject along with the complete content of the Form Page. You can use HTML formatting to edit the email and refer to field values within the record for the subject and content, such as displaying the customer's name at the beginning of the email using variable syntax. Check all supported variables here.
Click on the preview button 
to confirm the custom email.
If you decide to use our default template instead, use 
will discard all the changes you've made.
You can attach a URL, Excel, PDF, or Mail Merge file of the record, or other attachments.
If you attach the URL of the record, please ensure that the recipients have access rights to the entry. Otherwise, they'll see a blank page when they access the database through the entry URL.
If the record's Subtable has a filter applied, you can check the Apply current subtable filter option. When selected, the email content, attached Excel files, PDF files, and Mail Merge documents will only include data that matches the filter in the Subtable.
You can add a tracking pixel to confirm if the recipient has read the email. Please refer here for more information.
Once the email is sent, you can see the Email icon in the bottom-right corner. Click it to view the Email History and reply directly below.
If you want to hide the Email History, refer to this article for further instructions.
