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AHSSafeHealthyEnvironmentsAsked on March 26, 2024 at 2:19 PM
Hi, I am wondering if it is possible to add a button in the autoresponder email sent to the submitter that allows them to fill the form again, just like for the thank you page.
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Gian_D JotForm SupportReplied on March 26, 2024 at 2:42 PM
Hi AHSSafeHealthyEnvironments,
Thanks for reaching out to Jotform Support. Yes, you can add an option to fill out the form again in the Autoresponder email. Let me show you how to do it:
1. In Form Builder, click on Settings in the orange navigation bar at the top of the screen, and in the menu that opens on the left side of the page, click on Emails.
2. Click on the Pencil icon of your Autoresponder email.3. Click inside your Email Content, and click on the Chain icon in the navy blue banner.
4. Input your form link, and input your preferred label.
5. Click on Ok, and click on Save.That's it. Let us know if you have any other questions.
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AHSSafeHealthyEnvironmentsReplied on March 26, 2024 at 5:35 PM
Hi,
Sorry, I realized I wasn't clear in what I was asking.
I am hoping that submitters could click on a link or button on the autoresponder email that will allow them to fill out the form again with pre-filled fields transferring over to the new form, like what can be done with the "Fill Again" button on the thank you page. Using the solution above, the fields in the new form are all empty.
Is there a way to have the same pre-filled field options for a new form in the autoresponder email as there is for the "Fill again" button on the thank you page?
Thank you for your help.
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Kenneth JotForm SupportReplied on March 26, 2024 at 7:24 PM
Hi AHSSafeHealthyEnvironments,
Thanks for getting back to us. I see you want your form fillers to have the option to fill the form again using a link through the Autoresponder email. Let me show you how:
- In Form Builder, located at the top orange menu bar.
- Navigate to the left then Click on Add Form Elements.
- Under the Widgets Tab, Select Get Form Page URL and drag it into your form.
- Now, click Properties (Gear Icon).
- Under the Field Details, Copy the Unique Name.
- In Form Settings, located at the top orange menu bar.
- Select Emails Tab.
- Add your desired Text to your email.
- Now, Click on the Insert or Edit link button.
- Add the Unique name in {} brackets as the URL then, click on Ok.
- Finally, Click on Save.
Give it a try and let us know how it goes.
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AHSSafeHealthyEnvironmentsReplied on April 16, 2024 at 2:33 PM
Hi again,
The missing piece is having the link in the autoresponse email go to the pre-filled form they can use so they don't have to fill out the form fields again. Here is what we are hoping to achieve:
Scenario: A food vendor is going to 5 festivals in the summer. They need to complete a form for each festival. Most of the information they provide is the same for each event but some information will need to be changed for each festival.
- The food vendor fills out the form for festival #1 on April 16th.
- The food vendor receives an autoresponse email for the form they filled out for festival #1 on April 16.
- On May 1, the food vendor needs to fill out the form for festival #2.
- The food vendor goes back to their autoresponse email for festival #1 and then clicks on a link that takes them to their pre-filled submission for festival #1.
- The food vendor changes the information in a couple of fields in the already pre-filled form (event name and date for example) and then submits the form for festival #2 on May 1.
- The food vendor can then complete steps 4 & 5 for each festival because they can use the link in the autoresponse email to their already pre-filled form for each festival instead of having to fill out all the information again for each event.
I know that you can do this from the Thank you page that appears immediately after their submission but often our clients won't be filling out the forms for all of their festivals all at once.
Any solutions or ideas you can provide to make this work would be most appreciated.
If they had a free account with Jotform, would they be able to do for example? Is there a different link that would allow for this?
Thank you!
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Gian_D JotForm SupportReplied on April 16, 2024 at 2:50 PM
Hi AHSSafeHealthyEnvironments,
Thanks for getting back to us. I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.
We appreciate your patience while we work on a solution.
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Gian_D JotForm SupportReplied on April 16, 2024 at 4:25 PM
Hi AHSSafeHealthyEnvironments,
Thanks for your patience and understanding, we appreciate it. I’m sorry you're having difficulties with this. You can use Conditional Logic to change the form title from Festival 1 to Festival 2 depending on the date indicated on the form, and then you can use Approval Flow to send an email with a button that will direct to the prefilled version of the form. I created a sample form with the same functionality. Check out the screencast below:
As you can see, the title changes when the date is May 1. Also, there was an email sent with a button to the prefilled form. You can clone my demo form as a reference. Let me show you how to do it:
First, let's add the needed widgets to perform the automated title change:
1. In Form Builder, click on Add Form Element on the left side of the page, and drag, and drop Paragraph widget, Date Picker widget, and Short Text widget.
2. Input a label for your Short Text widget, and click on the Gear icon of it.
3. Click on the Advanced tab, and scroll down a bit.4. Click on Field Details panel, and copy the Unique Name.
5. Click on the Pencil icon of your Paragraph widget, and input your title name.
6. Type an open, and close bracket, and paste the Unique Name you've copied inside of it.
7. Click on the Check icon.8. Click on the Gear icon of your Date Picker widget, and click on the Options tab.
9. In the Default Date section, click on Current.Now, let's set up a condition to change the title depending on the date in the Date Picker widget:
1. Click on Settings in the orange navigation bar at the top part of the screen, and in the menu that opens on the left side of the page, click on Conditions.
2. Choose Update/Calculate Field.3. Copy the condition settings pattern below:
4. Click on Add Condition, and choose Update/Calculate Field.
5. Copy the condition settings pattern below:
Take note that you can add more title numbers by adding more conditions on your form, and repeating the same condition pattern as above.
Once you've done setting up your condition, and adding fields to your form, We can now clone your form, and add an Approval Flow to automatically send a prefilled form to your users. Let's do it:
1. In My Forms page, hover your mouse over your form, and click on More.
2. Go back to the Form Builder of your original form, and click on Settings in the orange navigation bar at the top of the screen.
3. In the menu that opens on the left side of the page, click on Approval Flows, and click on Create an Approval Flow.4. Click on the Trash Can icon of the Approval element, and the Email elements.
5. Click on Add Element on the left side of the page, and drag, and drop a Form element on your Approval Flow.
6. Link your Form elements together, and link your added Form element to the End element as well.
7. Click on Complete Settings, and in Add a Form dropdown, choose your cloned form.
8. In Assignee Email Address field, click on Form Field, and choose your Email field.9. Click on the Prefill tab, and toggle on the Prefill Form Fields switch.
10. Match the fields of those two forms, but make sure to remove the Date field by clicking the Trash Can icon next to it.
11. Click on Save.That's it. Let us know if you have any other questions.
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AHSSafeHealthyEnvironmentsReplied on April 25, 2024 at 1:15 PM
This is perfect! Thank you so much for figuring this out! I am still working on matching all our fields but this should be a very helpful option for our clients.