FAQ's
Templates can be used to send SMS' and Emails in the App when in a Job, Invoice and Quote by swiping right on the job or invoice and selecting SMS or Em...
Tue, 2 Jul, 2024 at 10:45 AM
Formitize has a spam filter in place, which will stop an email from sending if the filter comes across something in the email message that has a high chance...
Wed, 17 Dec, 2025 at 9:15 PM
When creating or editing an email template, when you select the content area there are additional controls for formatting available. Selecting the...
Fri, 2 Aug, 2024 at 11:08 AM
If you have enabled Two-Way SMS on your account, the responses to SMS's will create a thread that is available in the Inbox in your Web Portal. You will...
Thu, 26 Mar, 2026 at 10:10 AM
To add an image to any of your templates, you will first need to ensure the image is accessible from your resources. If it is not, you can add the resourc...
Tue, 29 Oct, 2024 at 9:52 AM
The "dropped" email response indicates that a previous email that's been sent to an email address has failed, and that our mail server is no l...
Wed, 28 Jan, 2026 at 9:04 AM
In the Web Portal, go to the Settings Cog > Integrate > Mailchimp. (Note: If you don't have a current integration with Mailchimp then you will...
Tue, 22 Oct, 2024 at 11:15 AM