How can we help?

You are here:

Lead control via email

To configure lead delivery via email, click in the area Lead on NewMailConfig:

  1. Channel: Sender name
  2. Recipients: Recipient
  3. Triggers: Here you set the button for which the mail configuration should be used
  4. SMTP user: Selection of the SMTP user
  5. header template: Selection of the subject of the contact request (default: request_notification_mail_subject)
  6. body template: Selection of the mail content of the contact request (default: request_notification_mail_body)
  7. Send attachments: Possibility to add an attachment: If the attachment is activated, a PDF with the entries and results is created when the lead is sent via e-mail. The template for this must be created accordingly and stored as a URL in the field under "Send attachments".

Note on mail configuration:
It is also possible to send individual e-mail templates, please do not hesitate to contact us Contact up with us.
In addition, a standard SMTP user is currently possible for each selector, and we can also create your own user for you - please do not hesitate to contact us.

Example of lead control via email:

  1. The personal contact details are generated from the entries in the contact form
  2. These are the results of the customer's input from the selector
Example e-mail lead control

PDF attachment for lead control via e-mail

Instead of showing your users the information about the recommended products and the answers given in the email body, you can also send a PDF attachment in the email. You can find out how to create a PDF template for this purpose in this article.

Was this article helpful?
How can we improve this article?
How Can We Improve This Article?
Table of contents


We look forward to your inquiry about the Digital Product Selector. Let's digitize B2B sales together in a sustainable way!

phone+49 211 1586 4066
addressOststrasse 10, 40211 Düsseldorf