Do survey or evaluation merge to other documents?

  • Jennifer Fielder
    Asked on March 6, 2021 at 9:32 PM

    I am seeking a product which will provide access to a survey or evaluation form through a weblink which when completed will merge specific data to a separate document (such as a certificate) and then deliver the document in PDF format to the email provided in the survey or evaluation to the one completing the survey or evaluation.

    i.e., a student would click on a link or access with a QR Code the evaluation following a class. Part of the evaluation will collect an email address, name of student, class title and possible other informational fields. When the evaluation is completed/submitted, will JotForm technology pull the information provided in the fields completed by the student, merge to a certificate and then email the certificate as a PDF document to the student?

    How is the response information from the evaluation stored for review by the educator?


    Thanks! Jen Fielder

  • John Support Team Lead
    Replied on March 7, 2021 at 5:49 AM

    Hello Jen - Will you be using a different application to create the certificate? Actually, you can do it all using Jotform alone.

    Once you built the online form, you can create a custom submission PDF and design it as a certificate via the PDF Editor. There we have several certificate templates you can use:

    1615114002 6044af12ec539  Screenshot 10

    You can then attach it to an email that gets sent every time the form is submitted. Here's a guide on how-to-include-submissions-as-pdf-attachment-in-the-email-notifications.

    Also, you can add an email notification with the educators as the recipients. In that way, they will be able to receive an email as well when the form is submitted.

    GUIDE: setting-up-email-notifications