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Derek PilkingtonAsked on May 8, 2019 at 5:24 PM
Hello - is there a way to add and send bulk emails using the free version?
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Kevin Support Team LeadReplied on May 8, 2019 at 7:03 PM
If you're looking to send email notifications to multiple recipients, then this is only possible on the paid version, if you decide to upgrade, this guide will help you adding multiple recipient email addresses: https://www.jotform.com/help/39-Send-Notifications-to-Multiple-Recipients
Now, if you would like to send bulk emails, then you may use the daily digest app which will send you a digest of email notifications received during the configured schedule: https://apps.jotform.com/app/daily_digest
If you have questions, let us know.
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DpilkingReplied on May 8, 2019 at 8:43 PMWe’re not looking for email notifications or a daily summary. I’m asking if there’s a way to add a list of email addresses so that we can send the same form to an entire group of clients at one time instead of adding their emails individually.
______________________________
DEREK R. PILKINGTON, CFP®
Vice President | Pilkington Financial
1780 S Bellaire St. #698 | Denver, CO 80222
O: 720.278.7790 | F: 720.535.3379
derek@pilkingtonfinancial.com
www.pilkingtonfinancial.com
___________________________________
PPlease consider the environment before printing this email
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and registered Investment Advisor. Pilkington Financial Services, LTD is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor. Insurance services may also be offered through Pilkington Financial Services, LTD, who is not affiliated with SagePoint Financial. This message and any attachments hereto contain information that is confidential and is intended for use only by the addressee. If you are not the intended recipient, or the employee or agent of the intended recipient responsible for delivering the message, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by email or by telephone and (ii) destroy all copies of this message.
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Kevin Support Team LeadReplied on May 9, 2019 at 12:07 AM
Ok, you can share the form via email and send it to multiple email addresses at the same time, this can be done through the publish wizard, more details about it on this guide: https://www.jotform.com/help/303-How-to-Send-a-Form-via-Email
Here's a screenshot showing that multiple email addresses are allowed:
Now, this feature has a limit which is:
PAID accounts : limit is 1000/day
Free and Guest accounts : 20 /day
You may also share the form from your email server (example: Outlook, Gmail and the like) and only use the JotForm URL.
Please kindly give it a try and let us know if you have questions.
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DpilkingReplied on May 9, 2019 at 12:43 PMYes, I know you can send it multiple email addresses, but is there a way to
add a bulk email list to the system so you don’t have to manually input each
individual email address? For example, we can export contact information
from our CRM, and we’d like to import that information into jotform and be
able to use that bulk email list for current and future forms we create.
To book some time with me, go to
my calendar.
DEREK PILKINGTON, CFP®
Financial Advisor | Pilkington Financial
O: 720.278.7790 | F: 720.535.3379
A: 1780 S Bellaire St. #698 | Denver, CO 80222
W:
http://www.pilkingtonfinancial.com/
E: derek@pilkingtonfinancial.com
PPlease consider the environment before printing this email
Certified Financial Planner Board of Standards Inc. owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and
CFP®(with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification
requirements.
Securities and advisory services offered through SagePoint Financial, Inc.,
member FINRA/SIPC and registered Investment Advisor. Pilkington Financial
Services, LTD is not affiliated with SagePoint Financial or registered as a
broker-dealer or investment advisor. Insurance services may also be offered
through Pilkington Financial Services, LTD, who is not affiliated with
SagePoint Financial. This message and any attachments hereto contain
information that is confidential and is intended for use only by the
addressee. If you are not the intended recipient, or the employee or agent
of the intended recipient responsible for delivering the message, you are
notified that any review, copying, distribution or use of this transmission
is strictly prohibited. If you have received this transmission in error,
please (i) notify the sender immediately by email or by telephone and (ii)
destroy all copies of this message.
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Kevin Support Team LeadReplied on May 9, 2019 at 2:05 PM
Ok, unfortunately, there is no way to import a list of emails on the publish wizard, I mean, the only way to have multiple email addresses is by manually adding them.
We may however open a feature request for this if you want, although we cannot provide an ETA or ensure this feature will be implemented, we will keep you updated via this thread.
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DpilkingReplied on May 9, 2019 at 3:43 PMOk thank you. I think this would be a great feature to add. Most tools I’m
aware of have a feature like this, so I suggest adding one if you can.
To book some time with me, go to
my calendar.
DEREK PILKINGTON, CFP®
Financial Advisor | Pilkington Financial
O: 720.278.7790 | F: 720.535.3379
A: 1780 S Bellaire St. #698 | Denver, CO 80222
W:
http://www.pilkingtonfinancial.com/
E: derek@pilkingtonfinancial.com
PPlease consider the environment before printing this email
Certified Financial Planner Board of Standards Inc. owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and
CFP®(with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification
requirements.
Securities and advisory services offered through SagePoint Financial, Inc.,
member FINRA/SIPC and registered Investment Advisor. Pilkington Financial
Services, LTD is not affiliated with SagePoint Financial or registered as a
broker-dealer or investment advisor. Insurance services may also be offered
through Pilkington Financial Services, LTD, who is not affiliated with
SagePoint Financial. This message and any attachments hereto contain
information that is confidential and is intended for use only by the
addressee. If you are not the intended recipient, or the employee or agent
of the intended recipient responsible for delivering the message, you are
notified that any review, copying, distribution or use of this transmission
is strictly prohibited. If you have received this transmission in error,
please (i) notify the sender immediately by email or by telephone and (ii)
destroy all copies of this message.
... -
David JotForm Support ManagerReplied on May 9, 2019 at 5:44 PM
Thanks for your suggestion. We have added your feature request to our list of requests. Unfortunately, there is no estimated time-frame for a resolution.
If this is implemented in the future, you will be notified via this thread.
Open a new forum thread if you need anything else, we will be glad to assist you.