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How to Include an Email Supplied on the Entry From in Correspondence

The Email Address question type, available for Admins to use on the Entry Form to ensure that Entrants provide an answer in the format of an email address, can also be used in correspondence. This mean that Nucleus can use the email address to send a variety of email communications to support Award and application workflows.

How to Include an Email Address in Automated Correspondence

As default Nucleus will send automated emails, such as Submission and Approval, pertaining to Entries to Entrants who are registered in the account that created the Entries. There may be instances where Admins wish to include an additional User in the correspondence who does not have a registered account. This could be for a variety of reasons, but an example is an Exec who wants an overview of a particular Entry but does not want to register for an account.

In any workflow it is possible to include an email provided on the Entry Form in all automated correspondence for an Entry. This can be set up with both Email Address or Select question types (that presents a list of email addresses). To action this:

  1. Log into the Admin Interface
  2. Go to Actions>Question List
  3. Add or Edit an Email Address question type or a Select question type
  4. On the settings screen scroll to Question Parameters
  5. Set Use for correspondence to one of the following:
    1. To – address will be included in the email To field
    2. CC – address will be included in the email To field
    3. BCC – address will be included in the email To field
  6. Click Save and Close

Note – The email addresses provided on the entry form can also be used as part of the criteria for the Entrant Mailout functionality. This is detailed in the Entrant Mailout guide.