How can I set up an autoresponder?

  • Profile Image
    winterbookings
    Asked on April 03, 2017 at 11:10 PM

    Trying to set up autoresponder but cannot find any way to do it in my account.

    I have viewed the following page but my account page doesn't appear to have the same options.

    https://www.jotform.com/help/26-Setting-Up-an-Autoresponder-Email

  • Profile Image
    Ian
    Answered on April 04, 2017 at 03:08 AM

    I noticed that you are using Jotform version 4. Below are the instructions that should help.

    Let us know if you have more questions.

    INSTRUCTIONS

    1. Click on "Settings".

    2. Next, go to "Emails".

    3. Now, click the "+" to begin making an Autoresponder.

    4. Select and click the "Autoresponder Email" option.

    5. There are three main tabs here, "Email", "Recipients" and "Advanced".

    (Left) "Email" Tab:

    Allows you to setup the email template. Here's a screenshot of its main function:

    #1. Click the "Email" tab to view it.

    #2. You can click the pencil icon and edit the name of the autoresponder email.

    #3. You can input text here that will be used as the email's subject line. If you want to add a form field value on it, simply click the pencil icon and it will give you the list of form fields.

    #4. Here you can see and add the form fields in your email template. It'll give you the correct field tag specific to it's related form field. An example would be, the field tag for the default name field which is " {name} ".

    #5. This is the main body of the email template, you can edit, format or style it as you like.

    (Middle) "Recipients" Tab:

    This allows you to set the sender name, reply-to email address, and set the recipient email field for where you want to send the autoresponder.

    Also, make sure to put your Sender Name. This can be your Name or Company Name. Reply-to Email should be your email address or the email address of your company. The very important part is the "Recipient Email" which will be the email field of your form. You have to select it from the dropdown.

    (Right) "Advanced" Tab:

    In the advanced tab, there are optional features that you can use, though none are required.

    -You can check the Send on Edit option if you want the autoresponder to be sent when the submission is edited.

    -You can send the submission as a PDF attachment.

    -You can attach a File.

    -You can setup the autoresponder to be sent later.

    -You can hide empty fields.

    -And setup the sender email. Please note that it is strongly recommended to keep "noreply@jotform.com" as the Sender Email because this helps to ensure that the auto-response is not identified by the recipient's email provider as spam.

    6. Finally, click the "Save" button and make sure that all of the changes in your autoresponder were applied.

     

    If you'd like to see how your autoresponder looks like, you can test your form autoresponder email by clicking the "Test Email" button. You should receive the test email to your account's primary email address. You can also test the form by filling it in to submit actual data using a valid test email.

    Additionally, there is also the chance that you may have more than One Email Address that you wish to use in your autoresponder to be listed with the notification being sent to Multiple Recipients.

    If you want to use your own Email Address as the Sender Email, that is now possible with Jotform. There are two methods that you can use: 

    Use a verified email address as the custom sender.

    Using your email address' SMTP as the sender.

     

    Note: If you are looking to setup a text only email this would no longer be possible. The option has been removed from the new wizard as all mobile devices can now open HTML emails and they give you more freedom so all emails are now HTML by default.

  • Profile Image
    winterbookings
    Answered on April 04, 2017 at 09:45 AM
    Thanks for your response Ian.

    Unfortunately I still do not have an “emails” option, the only similar option is “sender emails”.

    Your further assistance is appreciated.

    Thanks,

    Troy

    Troy Churchill
    Administration Manager
    Evergreen International Ski School
    Kokusai Lodge
    4377 Hokujou, Hakuba
    Kita Azumi, Nagano, Japan 399-9301
    Mobile: (+81) 070-1043-6928
    Office: (+81) 0261-72-3200
    Fax: (+81) 0261-72-8056
    t.churchill@evergreen-hakuba.com
    www.skischool-hakuba-japan.com



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  • Profile Image
    david
    Answered on April 04, 2017 at 12:07 PM

    Autoresponder emails need to be added to the form itself, not from the account settings page.  From the "My Forms" page, select the form you would like to add the autoresponder to, then click on "Edit" to open the form in the form builder.  From there, you will see the interface as my colleague described. 

  • Profile Image
    winterbookings
    Answered on April 04, 2017 at 04:45 PM
    Thank you!! I found it and got it working.

    Regards,

    Troy

    Troy Churchill
    Administration Manager
    Evergreen International Ski School
    Kokusai Lodge
    4377 Hokujou, Hakuba
    Kita Azumi, Nagano, Japan 399-9301
    Mobile: (+81) 070-1043-6928
    Office: (+81) 0261-72-3200
    Fax: (+81) 0261-72-8056
    t.churchill@evergreen-hakuba.com
    www.skischool-hakuba-japan.com



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