1. In a nutshell

Form Email using Mail 360

• Is available to C6 accounts only.

• Is not available for users who are already using the old email form data feature.
  

Note: If you're an existing user signed-up before 02-April-2025 in EU and US, follow this link.

3. Setting up Form Email

1. Mailbox configuration: Super admins set up the Mail360 mailbox, which is a one-time process. 
2. Create Form Email: Create a unique email address for each form and set permissions for email submissions.
   
3. Email submission: Users submit data in the form template to the form's unique email address.
   
4. Form record: The email content is automatically converted into records and stored in the form.
   

3.1. Flow for setting up Form Email

3.2. See how to configure

3.3 How to configure mail360 mailbox?

Note: Only the super admin has permission to configure Mail360 integration and create the mailbox.

Info: A mailbox once created cannot be edited later.

1. Navigate to Operations under Manage and select Form Email within Applications.
   
   
   
2. Click Configure Mail360. The Configure Mail360 pop-up will appear.
   
   
3. Enter a mailbox name as shown below to create a custom email domain for your organization, such as admin@<mailbox name>.zohocreatorapp.com. For example, 'zylker' would generate the domain admin@zylker.zohocreatorapp.com.
   
   
   
   
4. Click Configure to complete the setup.
   
   

Note: If the mailbox is already set up, navigating to the feature via Operations module will redirect you to the page listing all created form emails, enabling direct configuration.

1. Navigate to Operations under Manage and click System Integrations. The system integration services will be listed.
   
   
2. Click the Zoho Mail360 card, or click Enable.
   
   
3. Click Enable under the configuration tab to set up the mailbox. You will be taken to the Mail360 mailbox creation page. 
   
   
4. Provide the Mailbox Name and click Configure to complete the setup.
   
   
   

3.4. Steps to create Form Email

1. Navigate to Form Email within Applications and click New Form Email. New Form Email pop up will appear.
   
   
2. In the popup, select the Application and Form from the dropdown for which you want to enable email submissions. 
   
   
   
3. Enter a unique email address for the form and specify submission permissions.
   
1. To allow submission from all users, click Allow from everyone.
   
2. To allow submission from app users only, click Allow only from app users.
   
   
   
4. Click Create to generate a new Form Email, which will then appear in the Form Email list.
   
   
   
5. The newly created Form Email will appear in the list, as shown below.
   
   

Note: 

1. Once the form email is created, you may share the form email address and form template with users who need to submit data via email as needed.
   
2. Another way of sending data through email is to let users send the email and capture the email parts like the from address, subject, message, and attachments as separate fields in a form. You can do this by creating a new form as mentioned in this page.
3. To add or create more form emails, click the +Add Form Email button at the top-right corner of the list and follow the steps above.
   

1. Click on the required form email from the list. The Update Form Email slider will appear.
   
   
   
2. Click the  icon next to the Form Email Address and Form Email Template at the top-right corner of each header to copy and share it with the users for email-based submissions.
   
   
   
3. From Permission, select either Allow from everyone or Allow only from app users to define who can submit data via email, then click Update to save.
   
   

1. To disable a form email, toggle the enable button for the selected record.
   
2. To enable the form email again, toggle the disable button. 
   

Note: When disabled, the form can be submitted, but it will not be saved as a record. 

1. If you no longer need an Form Email, you can delete it from the list.
   
2. Hover on the required Form Email, click the  icon.
   
   
   

Note: There will be no impact on the existing records upon deleting the form email.

4. Points to note

5. Related topics

1. Understanding system integrations
   
2. Manage system integrations
   
3. Understanding form email