- Permission Required: Manage Automation

- Find out the Edition-specific limits for Email Notifications.

Create Email Notification 

1. Navigate to Setup > Automation > Email Notifications and click Create New.
   
2. Enter the following details, then click Save:
   
1. A Name for the email notification
   
2. Module: The module for which you want to create the email notification
   
3. From: Choose a sender email address.
   If there are no sender email addresses, then the email will be sent from noreply@sender.zohofsm.com.
4. To: Select the recipient email addresses
   The limits for the recipient email addresses are 7/email notification in the Free edition and 12/email notifications in the Standard and Professional edition.
   
   If you select the checkbox Send this notification as a Single Mass Email with all recipients displayed, the email will be sent as a single bulk email. When this checkbox is selected, the CC and BCC fields will be displayed.
   
   CC: The email addresses of the persons who should be copied in the email.
   The limits for the CC email addresses are 7/email notification in the Free edition and 12/email notifications in the Standard and Professional edition.
   
   BCC: The email addresses of the persons who should be copied in the email but will not be visible to other recipients.
   The limits for the BCC email addresses are 7/email notification in the Free edition and 12/email notifications in the Standard and Professional edition.
   
   In the To, CC, and BCC fields, all the recipients that you can select across modules will be listed. The email address of the active users will also be listed. The value Service Resources denote the email addresses of the users assigned to a service appointment. Since a maximum of 5, 10, and 10 users can be assigned to a service appointment in the Free, Standard, and Professional editions respectively, when you select Service Resources for the To, CC, or BCC fields, then the number of recipients selected is considered to be 5, 10, and 10 in the Free, Standard, and Professional editions respectively. Email notification will not be sent if the service appointment is assigned to a crew.
   
   
5. A Subject for the email notification
   Click +Insert to add placeholder values. From the dropdown, select a module and a field value you want to use. The placeholders will get replaced with actual values when the email is sent.
6. Select an Email Template
   The email templates created for the module (selected in step b) will be listed.

Associate with Workflow Rules

Manage Email Notifications 

Example 

1. Create an Email Notification that will send an email about the new request created.
2. Create a workflow rule for triggering the Email Notification when requests are created.

Create Email Notification

1. Go to Setup > Automation > Email Notifications and click Create New.
   
2. Enter the following details, then click Save:
   
1. Name: New Request Notification
   
2. Module: Requests
   
3. From: Select a sender email, if required
   
4. To: Email from Contacts
   
5. Subject: New Request ${Requests.Request Name} created
   
6. Email Template: Select a template for notifying the contact when a new request is created.
   

Create workflow rule  

1. Go to Setup > Automation > Workflow Rules and click Create Workflow.
   
2. Enter the following details, then click Next:
   
1. Module: Requests
   
2. Rule Name: Notify Contact About New Request
   
3. Description: Notify the customer when a new request is created for them.
   
   
   
   
3. Select the rule trigger as Created and click Next.
   
   
   
   
4. Select the rule criteria as Only to the Request matching certain conditions and add the condition Source is Webform. Click Next.
   
   
   
   
5. Click +Action and select Email Notification.
   
   
   
   
6. Select Existing email notification and click Next.
   
   
   
   
7. Select the email notification created earlier.
   
   
   
   
8. Click Save.