Email Options Overview
In Onepage, there are two types of emails:
Option 1: Automated emails to leads
These emails are sent immediately as soon as a lead submits a form. There are two options available to you:
With an autoresponder, a pre-written message is sent immediately, for example, a welcome message or initial information. We explain how to set this up further down in this article.
With double opt-in, on the other hand, a confirmation email is sent to the lead to verify their form details. We show you how to set up double opt-in for your form here.
Option 2: Email Notifications
This will notify you (or your team) via email as soon as a new lead is added to your CRM. This guide will show you how to activate email notifications for new leads step by step.
To send emails, your project needs an email template.
📌 Please note: Autoresponder integration is available from the Advanced plan onwards.
Creating an Email Template
In the open project, select "Registered Emails" on the left-hand side to open an overview of your email templates.
Click the blue "Create a template" button in the upper right corner and then enter a name for the new email template. Confirm your name by clicking the Create a template button again.
The editor for the email template will now open, and you can customize the template to your liking.
Editing an Email Template
Step 1: Add a sender
A custom sender is required to send emails. You can set this up with one of the following available email services:
Open the respective article to set up the custom sender.
📌 Please note: It is absolutely necessary to add a custom sender address. The sender "noreply@onepage.io" cannot be used here.
Step 2: Add element
Move the mouse between two elements until a grey plus symbol appears on the left.
Hover between two elements until a gray plus symbol appears on the left.
Click the plus symbol to choose and insert a new element.
Available elements include:
Logo
Text
Header
Button
Image
Line
Lead table
Step 3: Edit element
Hover your mouse over an element until a rectangular button with six dots appears on the left.
You can delete or duplicate elements by clicking this button. To move elements, press and hold the button and drag the element to the desired position.
You can edit the content by clicking on the desired element.
Logo: Upload your own, resize it, center it, and add an action, such as a link to your homepage.
Text and Header: Adjust the font, center the text, format it as bold or italic, and link individual words.
Button: Add an action (link, call, email, file download, double opt-in) and customize the style (color, centering, radius, etc.).
Image: Replace the image, add a radius, resize it, and optionally link it.
Line: Used to separate sections: Customize the line type, width, thickness, and color.
Lead table: Name and email address are displayed automatically. You can also choose whether the fields should be displayed with a border, filled in, or without a border.
📌 Please note: Please be aware that email templates for double opt-in require a button to which the double opt-in action is assigned.
Then save your template.
Setting up an Autoresponder
Step 1: Open the form
Go to the subpage containing the desired form.
Step 2: Open the final step
Hover your mouse over your form until the "Edit form" button appears in the upper right corner. Click it to open an overview of all steps and actions.
In the final step (Finish step), click the settings icon and add the "Autoresponder" action using the "Add action" button.
Step 3: Select an email template
Next, click on "Autoresponder" so that the Select template drop-down list appears. When you open the list, all active email templates for your project will be displayed. Select the template you just created.
If you haven't created an email template before, the drop-down list will be empty. You can easily create a new email template by clicking "+ Create template" in the drop-down menu that appears.
Step 4: Add Variables
Variables allow you to personalize content, for example, by automatically displaying the lead's first name in the email.
Here's how to add a variable:
Click on "Edit Template".
Hover your mouse over the text element until a button with curly brackets appears on the right. Click the button.
Then, under "Variable", enter the internal name of the form field. Optionally, you can specify a default value that will be used if the lead hasn't entered any information in the form field.
Step 5: Test and save your template
To test your template, click "Send to" in the top right corner of the editor and send a test email to the email address associated with your Onepage account.
💡Do you have any feedback concerning this article? Please let us know through our live chat or at support@onepage.io, so we may keep it up to date. Thank you! 🙂