How to setup an auto response email?

  • Profile Image
    Carolina
    Asked on February 22, 2018 at 02:14 PM

    Hi there, 

    I am trying to set up an email template so we can send the form along with email content to the client directly from the Jotform platform. Even though I have created email templates in the 'settings' section of each form, I am not seeing how to actually input a client email address and send. I have also created the 'Thank You" email template but am not receiving it when i test the form and pretend I am the client. 

    I think this would be much easier over the phone. Is that possible? I am in Toronto Canada. 

    Thank you,
    Carolina

  • Profile Image
    Jed_C
    Answered on February 22, 2018 at 03:28 PM

    Sorry, but we currently don't offer phone support.

    You will need to setup an auto response email so that client who submits and input their email into the email field gets the auto response notification.

    Please refer to our guide here https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email for steps on how you can setup an auto response.

    Let us know if you have any questions or if you need further assistance. 

  • Profile Image
    CBan
    Answered on February 22, 2018 at 04:19 PM

    Hi there, 

    I am actually trying to send the link/form in an initial email. I am not trying to set up an auto response email. I did see that that was an option but thanks for the link.

    How do I actually send an email, with the link/pdf attachment, to the client directly from within the dashboard (not by copy the link and sending it through my email for example.)

    Is that possible?

  • Profile Image
    Kevin_G
    Answered on February 22, 2018 at 05:59 PM

    With the email auto-responder you're able to include an edit submission link as well as a PDF attachment of the submission and other attachment that you need. 

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    However, if you want to manually send the email you will need to manually create the edit link as well as the PDF report download link.

    To manually send the email to the submitter you will need to go to the submissions page where you will find the "Reply" option, you will also need to click on the option icon (gear icon on the right side of the page) and check the "id" option. 

    This guide will help you going to the submissions page: https://www.jotform.com/help/269-How-to-View-Form-Submissions 

    Once you have the submission ID you will need to replace it on the links below: 

    Edit submission link: https://www.jotform.com/edit/submissionID 

    Download PDF report:  http://www.jotform.com/pdf-submission/submissionID

    Please also note that the emails sent using the reply function, the limits can be seen here: 

    -EMAIL REPLY/FORWARD  SUBMISSIONS LIMITS

    MAXIMUM FORM BUILDER EMAILS per DAY (Covers the following function: “Reply”, “Forward”, “Test Emails” and “Share via Email in Publish”) :

    PAID accounts : limit is 1000/day

    Free and Guest accounts  :  20 /day

    I hope this helps.