Use WPS Email through 3 how-to topics in the Smart Forms editing flow; all 3 topics are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open the Email feature | Free |
| 2 | 2. Set and confirm email options | Free |
| 3 | 3. Edit and save the Email configuration | Free |
How-to Guide
1. Open the Email feature
Entry: Form editor → Relay → Email
- Open the Smart Forms editing page.
- In the left navigation area, select the Relay module.
- Find the Email configuration item and open it.
- Wait for the email settings panel to appear.
Success Criteria
- Interface result: The Email settings page or panel is open.
- Next action available: You can continue configuring email-related options.
Tips While Using
- Common mistake: If you do not enter the Relay module first, the Email entry may not be visible.
- Environment note: You need to be inside the Smart Forms editor before starting.
2. Set and confirm email options
Entry: Email settings panel
- In the Email settings panel, adjust the available options shown in the interface.
- Preview the current result after finishing the setup.
- Click OK after confirming the content is correct.
Success Criteria
- Interface result: The settings are confirmed and the panel closes or returns to the editor.
- Next action available: You can continue editing other relay items.
Tips While Using
- Common mistake: Confirming without previewing may require another round of edits.
- Environment note: It is recommended to keep your network connection active when previewing or saving.
3. Edit and save the Email configuration
Entry: Form editor → Relay → Email
- Return to the Smart Forms page that you want to update.
- Open the Email item again under Relay.
- Edit the email-related content that needs to be updated.
- Click Save or follow the on-screen prompt to save the changes.
- If your form has a publishing flow, continue with the remaining steps in that flow.
Success Criteria
- Interface result: The updated Email configuration is saved.
- Next action available: You can continue previewing, publishing, or editing other content.
Tips While Using
- Common mistake: If you leave without saving, the new settings will not take effect.
- Environment note: Some changes may appear only in newly collected data after later publishing steps.