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How to Add a Custom Subject Line and Message in Blueink
How to Add a Custom Subject Line and Message in Blueink

In this help article, we will explain how to add or set a default custom subject line and message to a bundle in Blueink.

Elyca Mae Tansi avatar
Written by Elyca Mae Tansi
Updated this week

Introduction:

In this help article, we will explain how to add a custom subject line and message to a bundle in Blueink. Personalizing the subject line and message can help provide context to your signers and improve the overall user experience. This guide will walk you through the process of adding a custom subject line and message to a bundle in Blueink.

1. Add a Custom Subject Line and Message to a Bundle

Step 1: Prepare your bundle

1.1. Once you are logged in, create a new bundle or select an existing one to add a custom subject line and message.

Step 2: Access the "Review, Print, Send" tab

2.1. While preparing your bundle, navigate to the "Review, Print, Send" tab. This tab allows you to review your bundle, make any final adjustments, and send it to the signers.

Step 3: Personalize the message to signers

3.1. On the "Review, Print, Send" tab, locate the "Messages" section, where you will find the "Personalize Message to Signers" feature.

3.2. Check the box next to "Personalize Message to Signers" to enable the custom subject line and message options.

Step 4: Add a custom subject line and message

4.1. With the "Personalize Message to Signers" feature enabled, you can now enter a custom subject line and message for the bundle. Type your desired subject line and message in the provided fields.

  • Signing Request Email: This email is typically sent to the recipient(s) of the document who need to review and sign it. The email usually contains instructions on how to access the document, review its content, and apply their electronic signature. The recipient will need to click a link in the email to be redirected to the signing page, where they can view and sign the document.

  • Documents Ready Email: The eSignature platform sends this email to document signers once all necessary signatures have been collected. It serves as a notification that the document is fully executed and ready for further processing or distribution. The Documents Ready Email informs the sender that the signing process is complete and that the signed document is available for download or further action.

  • Merge Field Options: Merge fields enable you to personalize messaging even further by automating the entry of information such as signer name, bundle expiration, sender email, and many more.

Step 5: Send the bundle

5.1. After adding the custom subject line and message and making any other necessary adjustments, click on the "Send" button to send the bundle to the signers.

2. Add a Custom Subject Line and Message to a Bundle Template

Step 1. Navigate the Platform

1.1 After logging in to your Blueink account, click “Bundle Templates” on the left corner of your screen.

Step 2. Create or Edit a new Bundle Template

2.2 Once you are in the "Bundle Templates" section, create a new bundle template or select an existing one.

Step 3. Navigate to the Delivery Options

3.3 While preparing your bundle template, navigate to the "Delivery Options" tab. This tab allows you to review your bundle settings as well as adjust custom messaging and reminders.

Step 4. Personalize the message to signers

4.4 On the "Delivery Options" tab, locate and enable the "Customize Reminders and Messages Toggle" and select the checkbox that says "Personalize Messages to Signers?". This is where you can enter Signing Request Email and Documents Ready Email.


3. Set a Custom Subject Line and Message as the default for the account

Step 1. Navigate to the Account Settings

1.1 Click the initial icon on the upper right of the page.

Step 2. Personalize the message to signers

2.1 Go to the Message tab, enable Personalized Message to Signers, and then type your desired subject line and message in the provided fields. Type your desired subject line and message in the provided fields.

Conclusion:

By using this feature in Blueink, you'll be able to customize all messaging that is sent to your signers and create a more meaningful and personalized experience for all parties involved. If you have any questions or need further assistance, please refer to Blueink's support resources or contact the support team.

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