Email a Friend

The Email a Friend Form allows online visitors to easily share a particular record with others. The visitor on your site can share the record along with a personalized message. This information is emailed so the recipient can view that specific record as well as explore the rest of your site. This is a great way of having users help promote your site.

 

Email a Friend Form

 

 

Enabling and customizing the Email a Friend Form can be done on the Email a Friend Accordion in Public Site Settings. You may either use the default messages or you can customize the messages for your organization.

 

Public Site Settings - Email a Friend Accordion

 

Enable & Modify Email a Friend Form

  1. Click "Edit" at the top of the Public Site Settings screen
  2. Click the Email a Friend Accordion to expand it
  3. Select the Enable Email a Friend check box
  4. Fill in the Custom Form Name if you want to rename the form. The default name is Email Form.
  5. Fill in the Email Subject if you want to provide a subject for the email.
  6. Customize the Email Message Header section with the default information you want to appear at the top of the email that shares the link
  7. Customize the Email Message Footer section with the default information you want at the bottom of the email
  8. Fill in the Email Confirmation Message, which will display briefly on screen after the email has been sent. This message is designed to let the online visitor know the email was sent successfully.
  9. Click "Save" at the top of the screen

Disable Image Request Form

  1. Click "Edit" at the top of the Public Site Settings screen
  2. Click the Email a Friend Accordion to expand it
  3. Uncheck the Enable Email a Friend check box
  4. Click "Save" at the top of the screen