Example 1 - International vs. Non-International Email Conditions

I want the Co-Signer email to send a different message depending on the student’s status: International or Non-International.

The form contains a field that records the student’s status, and the conditions are based on that question’s response.

I’m going to create two conditions: International Student vs. Non-International Student 

1. In the custom email editor, click Manage Conditions

   NOTE: ‘Customize Cosigner Email’ must be enabled to modify the email

2. In the window that opens, click Add a New Email Condition

3. Enter the first condition, naming it based on its function so it’s easy to identify. In this scenario, the condition is named Student is International because the message depends on whether the student is marked as International in the form. Then, select the corresponding criteria shown by the arrows in the image below, and click Save Condition

4. Click Add a New Email Condition to continue adding conditions. In this scenario, I’m adding one for when the student is Non-International. Click Save Condition after adding each condition

5. Once back in the Custom Email Editor screen, open the Select an Email Condition dropdown menu and select each condition, then click Add to Body to insert it where you want it to appear in the email

            NOTE: The editor adds the curly brackets into the email body showing each condition within “if”             and “endif” curly brackets. In between those brackets is where you enter the text that will                             appear only IF that specific condition is met

6.  Type the message that should display when the condition is met inside the curly brackets. In this example, I have a message for the students that are International, and another for students that are not international

   NOTE: The text circled in green will be sent regardless of the conditions in this scenario

          Click Save

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu