Connect an automated email to a form (Drag-and-Drop Editor)
1) Log in to PatientSites Web Editor at client.patientsites.com
2) First, you’ll need to create a Confirmation email. Head to Emails in the main menu and click the Automated Emails tab.
3) Click the blue Create a new email button, name your email, pick your template and hit Save.
4) To edit the contents of the Email click the pencil and paper icon under the Actions column to open the Email editor.
To learn more about editing your emails, check out our guides here.
5) Once your email is ready, head to Content in the main menu and click the Pages tab.
6) On the Left-most side under “Company Content” you’ll see your website’s pages listed. Click on the one you’d like to edit or add a form to.
7) On the left side of the Page Editor click the + icon that opens up the Elements list.
8) Click Forms, then click and drag the “Inline Form” element into the Page Editor, and place it where you’d like to add the form.
Note 1: a green line will appear to signal where you’d dropping the new element
Note 2: There is a version for light and dark backgrounds.
9) As soon as you drop the Form in the page a pop-up window will open where you will need to name the form, and add the contact email address you want to receive the submissions. Then hit Submit.
10) Then, in the Form Fields tab select the fields you would like applicants to fill out - we recommend having name and email address be mandatory requirements, but the rest is up to you.
11) In the Form Settings tab you can adjust additional settings: captcha requirement, how to display field names, link a “Thank You page”, choose the Opt-in settings for further communication with applicants, and choose the follow-up action after submitting a form - in this case choose Email.
12) In the Send Email dropdowns choose the email category (automated email, monthly newsletter or my emails) - in this case Automated Emails; and the email you created earlier.
13) Click Save Changes, and click away from the Form pop-up box to close it.