Is it possible to set up automated reporte e-mails?

  • Profile Image
    FazerAmica
    Asked on July 02, 2020 at 09:15 AM

    Hello,

    I wanted to know if it is possible to automatically email survey reports to specific emails each set period (for example, every 1-2 weeks).

    We'd like to send the survey results to branch managers for faster reaction to problems etc.

  • Profile Image
    sylas
    Answered on July 02, 2020 at 11:45 AM

    Hi FazerAmica,

    You can share the access link of Jotform reports, which is constantly updated with any incoming submission, for a specific form with your branch managers so that they will be able to see results in real-time. In order to get the access link;

    1)Click "My Forms",

    2)Hover a form and click "More" in the rightmost,

    3)Click "Open in Reports". If your form hasn't had a report you can quickly create via the menu you see right after opening the page,

    4)Click "Publish", and you will see the access link.

    1593701595accesslink.gif

    Currently, Jotform allows users to share periodic emails for reminding recipients to fill out a form. However, you can use it by embedding the share link into it. Here is how to do;

    1)Open your Form Builder,

    2)Click "Publish" on the top navigation bar,

    3)Select "Email" in the left menu,

    4)Click "Schedule a Reminder Email",

    1593704050Screen%20Shot%202020-07-02%20a

    5)Here in "Emails" tab, you can put your report access link to the email content,

    1593704519five.png

    6)Then select "Schedule" above menu to adjust information like send date, repeats etc.

    1593704647email-schedule.png

    Don't hesitate to contact us if you have further issues.

  • Profile Image
    Basil_A
    Answered on August 26, 2020 at 10:04 AM

    Hi,

    I have moved each of your questions to a separate ticket to avoid confusion, we will answer them shortly. you can find them in the links below:

    https://www.jotform.com/answers/2537709

    https://www.jotform.com/answers/2537708

    Thank you.