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  • Create the step you want the recipient to see or link to an existing one.
  • Click on the step then click the Edit Step Properties icon
  • Navigate to the Assignment tab.
  • Enter a valid email address in the Assign to Email field. Leave the Assign to User and Assign to Role fields blank. Only one email is allowed.
    Frevvoproduct
    checks that the entered address is in the correct format for email. An error displays if it is not. 
  • You can use Control Templates in the email field so that it’s dynamic. Enter the left curly brace - { - then start typing the control name and a pick list will appear with matching controls. Selecting the control form the list enters it into the field with the closign closing curly brace - }  
  • Customize the email that the anonymous user receives. Control Templates can be used in the email Subject and Message for dynamic behavior as well.
  • Click Submit.

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