How to send email to multiple people only sometimes

  • Jake Tilton
    Asked on April 24, 2024 at 1:40 AM

    I run a training business and was wondering how when clients select a trainer to work with how can the email only go the business and the trainer but not everybody ?

  • Chris_L JotForm Support
    Replied on April 24, 2024 at 3:48 AM

    Hi Jake,

    Thanks for reaching out to Jotform Support. For this purpose, you can assign a value (trainer email address) to the name of the trainer. Once the client select a trainer, the trainer email address will be passed to the email field. I can walk you through setting that up:

    • In Form Builder, click on the Add Form Element menu on the left side of the page.
    • Under the Basic tab, drag and drop the element to your form.
    • Scroll down to Basic Elements, drag and drop the Dropdown element to your form. How to send email to multiple people only sometimes  Image 1 Screenshot 60
    • Select the Dropdown and click on the Gear icon.
    • Under the Options tab, list down the names of the trainer in the text box under Options.How to send email to multiple people only sometimes  Image 2 Screenshot 71
    • Scroll down a little bit and toggle the Calculation Values switch to On.
    • Assign a value to each of the options.
      How to send email to multiple people only sometimes  Image 3 Screenshot 82

    Now, let's set up the Update/Calculate Field conditional logic.

    1. Click on the Settings tab in the orange navigation bar at the top of Form Builder.
    2. Select Conditions on the left side of the screen.
    3. Select Update/Calculate Field from the options.
      How to send email to multiple people only sometimes  Image 4 Screenshot 93
    4. Set the condition to just like what you see in screenshot below:
      How to send email to multiple people only sometimes  Image 5 Screenshot 104
    5. Finally, click on Save.

    Now, you can create an Autoresponder email exclusive for the trainers. That email will be sent to the trainer selected by your client.

    Give it a try and let us know if you need any help.

 
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