Set the confirmation email for automated outreach
The Confirmation email section on the Automated Outreach tab of Settings -> Automations is the email a customer gets after submitting a Job Approval form. Set its Subject and body - both are required before you can save. Subject when any service is denied is optional. When set, it replaces the regular subject if the submission contains at least one denial; the same confirmation body is used. Both subjects are plain text fields: they're sent exactly as typed, so variables don't fill in there.
The body opens in Visual, the rendered email: click any text and type to change it. To add a variable, click in the text where it should go, then select Insert variable and pick one — or pick it first, then click where it should go (see Add a variable). Variables show sample customer details, while your business's real email, website, and logo render the way a live send would. Hover a variable to see its name; Backspace or Delete removes it. Select Edit code in the Visual / Edit code switch for logic, layout, styling, or the list of services (written as a loop); switching never loses or rewrites anything.
If the body has an error, a red notice appears under it and Save changes stays unavailable until you fix it; a yellow notice flags a variable that doesn't exist. See Errors and warnings. The subjects aren't checked, since they're plain text.
The variables include the services covered by the submitted request. If the form asks for a billing destination, {{ billing_destination }} contains the customer's destination exactly as entered and {{ billing_instructions }} contains any additional billing instructions. Visual shows sample values before you save.
Both subject editors start at one line and grow automatically as text wraps or line breaks are added.
This is separate from the outreach steps above, which run before the due date; the confirmation goes out after the customer submits the form, including submissions that deny work. Use Save changes to apply it.
Where to find it: Settings -> Automations -> Automated Outreach tab, the Confirmation email section
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