How to send a custom Autoresponder email with PDF?

  • Edwin_Ruiz
    Asked on April 18, 2024 at 5:41 PM
    Is there a way we can automatically send the form that the customers filled out to the customers? Not just the answers they provided, but also the paragraphs with information that we put ourselves within the jotform. This way they can keep that information, instead of the form they submitted with just their answers to the questions. We'd like them to also get a full pdf copy of the form with the paragraphs of information that we put for them to read. Thank you!
  • Kelvin JotForm Support
    Replied on April 18, 2024 at 5:48 PM

    Hi Edwin,

    Thanks for reaching out to Jotform Support. I understand you want the form filler to receive their answers, along with the paragraph information and PDF document, after submission. Sure, you can add the paragraph information to the Autoresponder email and attach a PDF document. It’s really easy. Let me show you how:

    1. In Form Builder, click Settings at the top.
    2. Click Emails on the left menu.
    3. Hover over Autoresponder, and click on the Pencil icon.How to send a custom Autoresponder email with PDF? Image 1 Screenshot 40
    4. Edit the text under Email Content.
    5. Add the paragraph information in the text editor.
    6. Click Save.

    After completing these steps, you can select the option to add PDF to the Autoresponder email. Here are the rest of the steps:

    1. Click on the Advanced tab, and turn on Attach PDF.How to send a custom Autoresponder email with PDF? Image 2 Screenshot 51
    2. Scroll down, and click Save.How to send a custom Autoresponder email with PDF? Image 3 Screenshot 62

    You might also want to check out these guides Setting Up Autoresponder Emails and How to Create PDF Forms with PDF Editor.

    Give it a try and let us know if you have any other questions.

 
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