-
WNAAsked on July 5, 2019 at 10:16 AM
Hello,
Currently, we have a form for our members to send referrals to one another. When a referral is submitted the referrer, the referee, the chapter president, and the executive president all are sent confirmation emails automatically. This is all hosted on a personal server and updated as needed with an excel sheet. As of right now, this data is not collected or compiled. Ideally, I would love to have a jotform that would do this and have all the data funnel into an excel doc. Is this possible? Here is the link to our current form: http://www.wnareferrals.com/ and I have included a screenshot of our list.
Thanks so much!
Page URL: http://www.wnareferrals.com/ -
David JotForm Support ManagerReplied on July 5, 2019 at 10:51 AM
Yes it is, you can export your data as Excel: https://www.jotform.com/help/44-How-to-Export-Form-Data-to-Excel
Or create an Excel report: https://www.jotform.com/help/101-How-to-Create-an-Excel-Report
Also, you could integrate the form with Google Sheets, so that will be automatically populated there.
Let us know if you have more questions.
-
WNAReplied on July 5, 2019 at 11:21 AM
My overall question is can we set up a system that will auto email everyone involved without the referrer needing to know email addresses. I need this to work just like this: http://www.wnareferrals.com/
-
David JotForm Support ManagerReplied on July 5, 2019 at 11:42 AM
Yes, sending email notifications to multiple recipients is possible, please note that this feature is available for Bronze, Silver, or Gold accounts only. So, you can list the recipients on the notifications(10 recipients max per notification): https://www.jotform.com/help/39-Send-Notifications-to-Multiple-Recipients
I have created a Demo form based on the example that you have provided: https://form.jotform.com/91854697202969
You may clone it as shown on this guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL
Let us know if you need more help.