Email Custom Target Pages allow you to gather data from a user, and merge that data into an email with an optional PDF attachment to then send on to a campaign target. The final email contains a pre-constructed template, merged with whatever user-submitted data you design your form to collect and pass on. For example, you can help workers submit wage claims or opt out of binding arbitration.

Setting Up the Target Email

Open the page and click the Email Custom Target Details tab. In Custom Target Email, enter one or more target addresses in To. Write the subject and the body. Both can use merge tags for the form answers and the person's data. Click Save Custom Target Email. After each form submission, Solidarity Tech sends one email to the target addresses.

Allowing Supporters to Customize the Email Message

You can let supporters edit the email before it is sent. Add a Multiline Text field with your default message as its Preset Value and Editable on. Then put the field's merge tag in the email body with the newline_to_br filter, for example {{ your-field-name | newline_to_br }}. Without the filter, the line breaks that the supporter types disappear. For the full steps, see Allowing Users to Customize Messages on the Email Legislator page.

Preparing the PDF

A PDF is optional. You need a PDF template only when you turn on Attach PDF on the Email Custom Target Details tab. Then click Upload PDF under PDF Template Attachment and upload a fillable PDF. After each submission, Solidarity Tech fills the PDF fields with the form answers and attaches the PDF to the email. Use a PDF editor that can name fillable fields.

The value a user enters in the form field named "full_name" goes into the PDF field named "full_name". Each PDF field name must match the form field name exactly, including underscores or hyphens, in order to have its value substituted.

Before launch, set the target email to your own address and submit a test. Check that the PDF fills in as you expect. Then change the target email to your actual campaign target.

Solidarity Tech does not keep a copy of the merged PDF, but it saves each signature from the form as an image file.