Approval Flow: How to send an email notification after the form is approved?

  • ntomal
    Asked on April 17, 2024 at 8:47 AM

    I have approval set up, but once the form has been approved, then I want the person who filled out the form to get an email notification. How is this possible?

  • adrianbesilla
    Replied on April 17, 2024 at 9:19 AM

    Hi there,

    You can add the Email element to notify the person about the result of the approval. You can check the steps below:

    1. In the Approval Builder, click on the Add Approval Elements.
    2. Add the Email Element.
    3. Connect the Approval Element to the Email Element.
    4. Choose the Approval Outcome to Approve.
    5. Connect the Email element to the End element to stop the approval flow.
    6. You can repeat steps 3,4, and 5 for the Deny outcome.

    Approval Flow: How to send an email notification after the form is approved? Image 1 Screenshot 40

    You can customize the email notification by clicking on the Envelope icon when you hover over the element.

    Approval Flow: How to send an email notification after the form is approved? Image 2 Screenshot 51

    You can set the email field as the recipient of the approval email and click on the Save button after you edit the email template.

    Approval Flow: How to send an email notification after the form is approved? Image 3 Screenshot 62

    That's it. Let me know if you need more help.

  • Aravir JotForm Support
    Replied on April 17, 2024 at 10:23 AM

    Hi ntomal,

    Thanks for reaching out to Jotform Support. You can modify the recipient in the Email element of your Approval Flow to send an email to your form filler once the form has been approved. Here's how to do that:

    1. In Approval Flow, hover your mouse over the Email element and click the Envelop icon. Approval Flow: How to send an email notification after the form is approved? Image 1 Screenshot 30
    2. Under the Recipient tab, click on Form Fields on the right side of the Recipient Email section and click on Email.
    3. Delete the existing recipient if you wish to remove it and click on Save. Approval Flow: How to send an email notification after the form is approved? Image 2 Screenshot 41

    We have a guide on How to Set up a Send Email Element in Jotform Approvals.

    Let us know if you have any other questions.

 
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