Report to customer based on answers

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    shane 
    Asked on June 17, 2021 at 05:16 AM
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    Shane 
    Answered on June 17, 2021 at 05:17 AM

    Hey guys - is it possible to get a client to fill in a questionaire and they will get a report build for them based on their answers to the questions in the form?

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    gerardw
    Answered on June 17, 2021 at 10:04 AM

    You can send PDF reports containing the submission data as an attachment to the confirmation email (autoresponder) that is sent to the client after form submission.

    Here is how you can set up an autoresponder email on the form: https://www.jotform.com/help/26-setting-up-an-autoresponder-email

    Here is how you can attach PDF reports to the autoresponder email: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications

    But first, you may sign up for an account on Jotform: https://www.jotform.com/signup/

    Here are a few useful guides/links on creating forms:

    https://www.jotform.com/help/2-how-to-create-your-first-web-form

    https://www.jotform.com/help/chapter-2-create-forms

    https://youtu.be/VwC6g5Ym0RQ

    Please have a review and let us know if you have any further questions.

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    Shane 
    Answered on June 17, 2021 at 10:11 AM

    Hey - sorry if i was unclear, I need to send the person a paragraph of text, depending on how they answered a series of questions. Not their own answers?

    So like an automated assessment of their answers?

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    AndrewDurant
    Answered on June 17, 2021 at 02:24 PM

    Hello there,

    Thank you for your follow-up! After looking over your request, I believe the best way to accomplish this will be to create a number of different notification emails that will include different verbiage and attachments, and then use conditions to send a particular email template to your form filler based on their responses.

    First you can create a number of custom PDF's that you can attach to the emails depending on the answers. The PDF's can contain a mix of form responses, and new content, like the paragraph you mentioned may need to be sent. You can reference the User Guide below for assistance in creating these PDF's

    User Guide- https://www.jotform.com/help/384-how-to-customize-pdf-submissions-report

    Once the PDF's have been created, you can create and name a number of email notifications that will each have a different PDF attached. You can set these up to go to dummy email addresses, because we will be changing the recipients conditionally anyways.

    User Guide- https://www.jotform.com/help/25-setting-up-email-notifications

    Once all of your emails have been created, and the reports have been attached to each, you can set up some conditions that will target one email template depending on the responses left on your form, and change the recipient of that email to be the form filler. The end result will be that each user who submits your form will receive a customized email and PDF report depending on the responses they leave on your form.

    User Guide- https://www.jotform.com/help/167-how-to-send-email-based-on-users-answer

    Please reach back out if any additional assistance is needed, and have a great day!