Email notification and autoresponder ADVANCED tabs explained

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    Muffet
    Asked on January 14, 2018 at 04:35 AM

    Jotforms have great resources but I think this one is out of date. 

    https://www.jotform.com/help/30-Explanation-of-Email-Notification-and-Autoresponder-Settings

    I am specifically looking for more info about the advanced tabs for email notification and autoresponder tabs please. 

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    Ardian_L
    Answered on January 14, 2018 at 05:37 AM

    The reason because there isn't an article about that is that the options are already explained. Please let me know if you have a specific question about the options so I can answer to you properly. Thank you!

    1515926080AdvancedEmail.png

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    Muffet
    Answered on January 15, 2018 at 10:47 PM

    I do feel like a bit of a dummy because they are explained well.

    I have set up a save and resume feature using 2 forms a per the jotforms guide. 

    Question 1) SEND UPLOADS AS ATTACHMENTS: Does this mean that uploads users attach to a form will be sent as attachments in the submission emails? And also what happens if this option is not checked and users upload attachments? Are the uploads lost?

    Question 2) PDF ATTACHMENT: Does this mean users receive a copy of the form they have submitted as a PDF?

    Question 3) UPDATE EMAIL: Does this mean that if the form is edited? And what email is unaffected? The original email? 

    Question 4) Re: the save and submit feature, if a user wishes to start a new form they are getting a link edit their original main form. Can I change this?
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    Jim_R
    Answered on January 16, 2018 at 02:44 AM

    Apologies on behalf of my colleague. It was never his intention to make you feel that way. Going back to your first comment on this post, we have detailed explanation on the options you see under the ADVANCED tab for both NOTIFICATION and AUTORESPONDER emails.

    Related guides:

    Setting-up-Email-Notifications

    Setting-up-an-Autoresponder-Email

    I recommend you drop by the guides I linked above. You can find these info on the "(Right) ADVANCED tab" section of both guides. To answer your questions:

    Question 1) SEND UPLOADS AS ATTACHMENTS: Does this mean that uploads users attach to a form will be sent as attachments in the submission emails?

    That's correct.

    And also what happens if this option is not checked and users upload attachments? Are the uploads lost?

    No they're not - This would only do the opposite (there will be no attachment on the email you receive).

    Question 2) PDF ATTACHMENT: Does this mean users receive a copy of the form they have submitted as a PDF?

    Yes, this will send them a PDF attachment of the actual submission.

    Question 3) UPDATE EMAIL: Does this mean that if the form is edited? And what email is unaffected? The original email? 

    This refers to the email template (email body or email content). When you edit the email template, the form builder will STOP auto-updating it as you add/remove/change fields on your form when this option is turned OFF.

    Question 4) Re: the save and submit feature, if a user wishes to start a new form they are getting a link edit their original main form. Can I change this?

    This last question was moved to a separate thread.

    https://www.jotform.com/answers/1350390

    We'll reply to you there shortly.

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    Muffet
    Answered on January 16, 2018 at 08:59 PM

    Thank you for your detailed response. Wasn't offended at all but thank you for checking. 

    I read both guides again. 

    With reference to Qu3) does this mean that if the email template is edited the user (not the author) looses all their data ? Or only if they use the session ID to edit. Your guide recommend it is always on. When should it be off? 

    Look forward to your reply - and thanks for your patience

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    Jim_R
    Answered on January 17, 2018 at 12:34 AM

    Does this mean that if the email template is edited the user (not the author) looses all their data?

    Your customers/users can not edit your email template. Only you as the form owner can do this inside the FORM BUILDER.

    Or only if they use the session ID to edit. Your guide recommend it is always on. When should it be off?

    The UPDATE EMAIL option has nothing to do with your current setup (where you have 2 forms utilizing the session URL). This is only meant for the actual email body or content where it will auto-update on its own as you change things around your form (e.g. deleting a field on your form will automatically delete its counterpart on the email template).