Smart PDF Forms: How do I customize the Email Subject and Sender Name of the email sent from the Send PDF as Email on the Thank-You page?

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    demress
    Asked on December 09, 2020 at 04:04 AM

    Sender is "Jotform" and Email subject line is "Submission received for {form name}" when the user opts to send the completed PDF from the Thank You page. Can this be changed?

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    Mike_G
    Answered on December 09, 2020 at 06:02 AM

    We would like to apologize for any inconvenience. I'm afraid that there is no option to change the Email Subject and the Sender Name of the email being sent when someone requests to send the PDF copy of the submission to their email address via the Send PDF as Email button on the Thank-You page of Smart PDF Forms.

    However, I have forwarded your request to our developers as a feature request. Although we cannot guarantee that it will be implemented anytime soon, please be assured that once it gets implemented we will notify you on this ticket.

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    Alex_Geezy
    Answered on December 09, 2020 at 07:08 AM

    Hello, demress!

    As Support above told you that there is no option to change the Email Subject and the Sender Name if you are using it via Send PDF as Email button.

    Maybe I can suggest you a workaround. It is possible to customize Email Subject and Sender Name when someone just finished your form and received the Email notification about it.

    How to set custom Sender Name guide

    How to set custom Email Subject guide

    And then you can simply attach your PDF Form to this notification where Email Subject and Sender Name are already had been changed in a few steps:

    Step 1: Go to SETTINGS.

    1607517183_5fd0c3ff76759_1.png

    Step 2: Click on EMAILS --> Edit button.

    1607517246_5fd0c43ef0139_2.png

    Step 3: Go to ADVANCED --> PDF Attachment [YES].

    1607517324_5fd0c48c8e5e1_3.png

    See the full guide: How To Include PDF Attachment

    Hope it will work for you.

    Have a nice day!


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    demress
    Answered on December 09, 2020 at 10:58 AM

    Thank you very much for your quick reply and alternate suggestion.

    I already have my form settings configured to include the PDF in the autoresponder. I just think it is much, much more convenient for the person filling out the form to have the option to send it right from the Thank You page and be done without searching through emails. I was really happy to see that feature for the Thank You page. This form is for people who are writing scholarship recommendations for students.

    I don't want to remove their ability to download the form directly from the Thank You page, and it is not currently possible to control Download and Send as Email button visibility separately (see image below). As such, I will leave my form as-is so they have multiple options for sharing their completed form with the student. I don't like the way the Thank You page email appears, but I can overlook it for this particular use case.

    1607528415_5fd0efdf884f7_Enable PDF Butt

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    Bojan_J
    Answered on December 09, 2020 at 01:16 PM

    My colleague has forwarded a feature request to our Developers.

    As soon as we hear back from them, we will let you know.

    Unfortunately, we are not able to let you know if or when this feature will be available.

    Thank you for your understanding.