Message (Email/SMS)

The Message (Email/SMS) element sends an email or an SMS message, and the process continues right away. Use it, for example, to invite a recipient to fill in a form, or to send the signed documents when a form is completed.

To add a message, drag Message (Email/SMS) from the palette, or click Append message on the element before it. Its settings are on three tabs:

• General: the ID and the Name shown on the canvas (default: “Message”).
• Inputs: the data the message uses, for example the recipient’s email address or the session to invite to. See Inputs and data.
• Message: the message itself.

On the Message tab, select the Kind: SMS (the default) or Email. Changing the kind clears the settings you entered for the other kind.

SMS

Setting	What to enter
Sender	The SMS provider to send with: Default, or one of the project’s active SMS integrations.
Recipients	Click + Add Recipient for each recipient. For each one, enter a Phone number, or turn on the switch to use a Reference instead: one of the element’s inputs or a process value, such as Initiator. At least one recipient is required.
Body type	Inline template: the message is the body text only. Invitation: the message invites the recipient to a form (session).
Body text	The text of the message. For Invitation, leave it blank to send the default invitation text. Otherwise the link to the form is added to the end of your text.
Invitation Session	Shown for Invitation. The form to invite the recipient to. See Invitation and archive sessions.

Email

Setting	What to enter
Sender	The address to send from: one of the project’s active email (SMTP) integrations. If the project has none, the Cellosign default senders are listed.
Priority	Normal (the default), Highest or Lowest.
To Recipients	Click + Add Recipient for each recipient. For each one, enter an Email address, or turn on the switch to use a Reference to a value from an earlier element, an input or a process value. At least one recipient is required.
CC Recipients	Click + Add CC to send a copy to more recipients.
BCC Recipients	Click + Add BCC to send a hidden copy to more recipients.
Subject	The subject of the email. Required.
Email Body Template	The kind of email. See the table below.
Email Body	The text of the email. Required for the Default and Invitation templates.
Archive Session Result	Shown for Archive to rep and Client email. The completed form whose documents are sent.
Invitation Session	Shown for Invitation. The form to invite the recipient to.

Email Body Template	What is sent
Default	The email body only.
Invitation	An invitation with the link to the form, so the recipient can fill it in and sign.
Archive to rep	The documents of the completed form, sent to the representative (agent).
Client email	The signed documents of the completed form, sent to the client. (Was “Signed document”.)

Use input values in the text

In Body text and Email Body, you can add the value of an input by writing its ID in double braces, for example {{parameter1}}. Values in double braces are highlighted in the text box.

Invitation and archive sessions

Invitation Session lists the element’s inputs of type Session, and Archive Session Result lists its inputs of type Session Result. When you connect a message after a Form / Session, the session and its result are added to the message’s inputs automatically, and the first matching input is selected. If the list is empty, add an input of the right type on the Inputs tab.

Validation

The editor reports these problems under Validation Errors:

• an SMS or email without a recipient;
• an email without a subject;
• an email without a body, for the Default and Invitation templates;
• an invitation without an Invitation Session, or an archive email without an Archive Session Result;
• a session or session result input of the wrong type;
• an input without a name or a source.