Email Autoresponder: Is it possible to customize the email template?

  • Stephen D.
    Asked on September 14, 2017 at 10:52 AM

    Hello,

    I have a use case of 5,000 contacts with information about those contacts such as name, email, phone, address etc. I want to email all asking if they have any updated contact information. The email should be formatted like this:

    Hello [First name],

    Here is the phone number I have on file for you

    [Phone Number]

    If you would like to change it click here"

    If possible i'd like to set up a call ASAP to discuss.

    Thank you!

  • Kevin Support Team Lead
    Replied on September 14, 2017 at 12:05 PM

    Yes, it is indeed possible to create such template and send it to your submitter, you will first need to add an email auto-responder to your form, this guide will help you with that: https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email 

    Once added, you could include fields from your form on the email template: 

    Email Autoresponder: Is it possible to customize the email template? Image 1 Screenshot 20

    I hope this helps. 

  • sdavlantes
    Replied on September 14, 2017 at 1:50 PM

    Hi Kevin, thank you. Follow up question.

    When it comes times to distribute my form to users I can either email it with a link to the form or I'm assuming I can embed some HTML code on a public site. Is this correct?

     

    If sending the form via email is there any way to change the URL that the person receives? I worry we won't get a lot of clicks because our end users will not recognize the URL and not click on it.

  • Kevin Support Team Lead
    Replied on September 14, 2017 at 2:17 PM

    You're welcome sdavlantes. 

    In order to better assist you, I have moved your last question to another thread, we will help you as soon as possible here: https://www.jotform.com/answers/1248003