The Email Input element in GetAccept's Editor ensures that email addresses are formatted correctly, improving data accuracy and streamlining the user experience. This feature is especially helpful for adding email information, like billing contacts, and minimizes errors in email format.
How to Add the Email Input Element
Open the Editor Block: Start by creating or selecting an editor block.
Click the Blue Plus Symbol: Click the blue
[ + ]symbol.Select Email Input: Scroll and choose "Email" from the list of Engagement Elements.
Add the Email Address: Enter the email address directly into the field.
Assigning the Email Input Field to Sender or Recipient
Click on the Email Input field to open the formatting bar.
Click on the Connect field to symbol (person icon).
Choose whether the field should be connected to the Sender or Recipient. This assignment determines who is responsible for entering or verifying the email in the field.
Marking the Email Input Field as Required
Click on the Required toggle next to the Connect field symbol.
By default, the Required setting is ON, meaning the designated person must fill out the Email Input field correctly before the document can be completed.
Toggle OFF to make the email entry optional.
Using Merge Tags with Email Input
The Email Input field supports dynamic merge tags, allowing you to personalize emails by pulling in variables like customer email addresses. After adding the field, select "Email" as the merge tag option to connect it dynamically to customer data.
Email Validation
One of the key benefits of using the Email Input field is its built-in validation feature. The field ensures that the email entered follows the correct format (example@example.com), which prevents sending documents with incorrectly entered emails.
Correct Format: The field will accept entries like
name@example.com.Incorrect Format: Entries that don't follow the standard email format will highlight the field in red, showing an error that the field is "not correctly filled out."
If you attempt to send a document with an incorrectly formatted email, an alert will appear, prompting you to fix the errors before sending.