Add Attachment to Autoresponder Email

  • asdfkj
    Asked on August 9, 2020 at 1:53 PM

    Hi guys!

    Wondering if it's possible to use the email notifications to send a static PDF (eBook, in our case) to the email address entered into the form? This is a PDF we created outside of Jotform.

    It seems like it's only possible to email PDFs created in the Jotform PDF Editor, but just wanted to check if there is a workaround that would make this possible.

    I see that Uploaded files can be automatically emailed. If we were able to create a "default value" (our eBook) for a hidden File Upload field, that would do the trick. But I don't see a way to do that.

    Thanks!

    Dave

  • Ed Enterprise Customer Success Engineer
    Replied on August 9, 2020 at 3:56 PM

    Hi Dave, 

    Yes, this is certainly possible. On the form 'Builder', if you go to 'Settings' > 'Emails'. 

    And then you'll want to open the 'Autoresponder' notification, or create one if you do not already have one (full guide here).

    And then on the 'Advanced' tab under 'Attach a File' you can click to upload the file you would like users to get in the email.


    1597002807Screenshot 2020 08 09 at 20 Screenshot 10

    Hope this helps!

  • asdfkj
    Replied on August 9, 2020 at 5:04 PM

    This is great, Ed, thank you!


    Follow-up question:

    I want this email to be sent only when the respondent fits a certain criteria.

    To achieve this, I have:

    - set the Autoresponder's recipient email to a text value (which is not even an email address).

    - created a condition which changes the Autoresponder's recipient email to the respondent's email address, only if the criteria is met.

    I assume that all submissions which do not meet the criteria will just fail in a harmless way.

    Is that the right way to do it?

    Thanks again!


  • asdfkj
    Replied on August 9, 2020 at 5:15 PM

    Hi Again,

    It seems the PDF is not actually being attached to the emails.

    Here is a screenshot of the settings:

    1597007706Screen Shot 2020 08 09 at 5 Screenshot 10

    Are these correct?

    The file is 6.5mb - do I need to reduce the file size?

  • jonathan
    Replied on August 9, 2020 at 7:26 PM

    The file is 6.5mb - do I need to reduce the file size?

    Unfortunately yes. The Email system have size limit of less than a bit of 5mb. Emails will not be sent if the total size is 5mb and higher.

    ---

    I want this email to be sent only when the respondent fits a certain criteria.

    You can use Conditions in the Emails.

    You can trigger specific Autoresponder Email base on the user's answers to other questions/fields in the form.

    Guide : How to Send Email Based on User's Answer

    I hope this help. Let us know if you need further assistance.