How to Create a Dynamic Email Attachment

Step 1: Create the email
Creating Automations
Creating Manual Emails
Step 2: Create the .docx file
tep 3: Attach the .docx file to your email
Creating Automations
Creating Manual Emails

In addition to customizing an email message, SurveyMonkey Apply's piping functionality can also be used to dynamically insert text into a .docx document. So if you need your applicants to sign contracts or want to send them acceptance letters, you can customize the document for each recipient.

Step 1: Create the email

A dynamic attachment, also known as a dynamic document, can be set up on both Manual Emails and Automated Emails.

Creating Automations

Select the activation of the automation based on when this document should be sent. For example, when the application moves to the Awarded/Accepted Stage.
Set any necessary conditions, if applicable
Add an action to Send an Email
Compose your email as necessary, and you can save the automation without activating it

Creating Manual Emails

Select the Applications/ Users you wish to send the email to
Compose your email as necessary
Optional: Save your email as a template while you work to create the .docx file

Once you have set this up, you will need to use the Email Piping Tool in the next step.

Step 2: Create the .docx file

To create the file:

Start Microsoft Word and turn off automatic spell checking. This step is important because of the way Microsoft changes the underlying XML code when a word is not recognized in the dictionary.
Use the Email Piping Tool to locate the variables you wish to pull. For example, Application ID, Applicant Name, and even reviewer feedback or other form responses from your workflow.
Insert the variable into your email body and then copy/cut and paste into your word document.
Compose and format your document
Save your file as a .docx file type.

Any other file type, including .doc or .pdf files, will not be accepted as a dynamic document.

Step 3: Attach the .docx file to your email

Once you have drafted your document and it contains all your variables. Finish off the process with the following steps:

Creating Automations

Open the email that you started in step 1
Beside the Attachments section, click to Browse for your file
Add the .docx file to the attachment
Activate your automation
Save the automation
Test your automation to ensure that everything is populating as expected.

Creating Manual Emails

Open the email that you started in step 1
Beside the Attachments section, click to Browse for your file
Add the .docx file to the attachment
Send or Schedule your email

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How to Create a Dynamic Email Attachment

Step 1: Create the email

Creating Automations

Creating Manual Emails

Step 2: Create the .docx file

Step 3: Attach the .docx file to your email

Creating Automations

Creating Manual Emails

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