How to create an email online template.

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    STMCommunication
    Asked on February 21, 2021 at 07:19 AM

    Hi,

    I would like to create form whereby i have created different type of content which i want to trigger as and when required? is this possible? how would you advice i go about this?

    for example, could be a performance email, so i want to be able to enter staff name and email it then triggers this email to that staff?


    Regards

    Kash


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    Kenneth_C
    Answered on February 21, 2021 at 11:00 AM

    Thank you for reaching support,

    You may create a separate email template for a specific purpose and use Conditional Logic:

    1613923214_6032838e7b3bd_08-20-2017-1503

    Here is the related guide: https://www.jotform.com/help/167-how-to-send-email-based-on-users-answer.

    I hope that helps.

    Best.

  • Profile Image
    STMCommunication
    Answered on February 21, 2021 at 11:11 AM
    Thank you,
    So how would this work? Say for example I want to send performance email to a member of staff, would I need to enter his email on the form and can the template pick up the name to personalise it ?
    Kash Ahmed
    Operational Supervisor
    STM Group (UK) Ltd
    P:02035974264 M:07841481277
    A:1st Floor Solar Housed, 1-9 Romford Road, Stratford, London,E15 4LJ
    W:www.stmgroupltd.com |E:kashif.ahmed@stmgroupltd.com
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  • Profile Image
    Kenneth_C
    Answered on February 21, 2021 at 01:07 PM

    Hi there,

    To start off, you create a specific email notification intended for your staff and put them in as the email recipient: https://www.jotform.com/help/25-setting-up-email-notifications.

    Next, is to create the condition using fields on the form to trigger it:

    1613930849_6032a161e9311_s1.png

    I hope that helps.

    Best.

  • Profile Image
    STMCommunication
    Answered on February 21, 2021 at 01:11 PM
    Thank you,
    Ok this may not be feasible as over 100 staff, was hoping there was easier way to trigger emails if you enter their name and it triggers the selected template
    Kash Ahmed
    Operational Supervisor
    STM Group (UK) Ltd
    P:02035974264 M:07841481277
    A:1st Floor Solar Housed, 1-9 Romford Road, Stratford, London,E15 4LJ
    W:www.stmgroupltd.com |E:kashif.ahmed@stmgroupltd.com
    [facebook icon] [twitter icon] [youtube icon] [linkedin icon]
    ...