Prefill: Use prefill data in the email body in invitation

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    Asked on June 23, 2021 at 11:33 PM


    So I've been playing around with the new Jotform Prefill feature and I think it's awesome, there are just a few functions within it that I can't seem to work out or are missing, that I think would be super useful.

    1. With the "Send Invitation" function is it possible to add dynamic fields from the data source into the message? (specifically with using the "forms" or "table" source?) I see it pulls through the name field and email field automatically, but I can't seem to write something like "Dear NAME FIELD, here's the prefilled form for your convenience" into the message box.

      I think this would be really useful as we have people fill out multiple forms with the same email address and it would be really confusing for them to receive the exact same email multiple times without being able to tell the recipients apart.

    2. Also
      with the "Send Invitation" function, it seems to require the recipient to sign in. Is there any way to instead to make it that they don't have to sign in (like the URL link function, but through Jotform)?

      Or is there a way to batch export the links with the name and email fields?

    I think this is a great feature and can be extremely useful, my other question is;

    I read on the guides that there's limits to how many prefills you can have (like 20 or something) and how many emails you can send at a time (like 5 or something), are these limits going to increase in the future or with a higher tier plan?

    Kind regards.
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    Answered on June 24, 2021 at 08:07 AM


    Unfortunately, there is currently no option to use the data of the submission in the email body. I will forward your request to our Developers, and as soon as we hear back from them, we will let you know.

    To properly address your other questions, we have moved them to new tickets. We are working on their replies, and you will receive them soon at the following links:

    If you have any additional questions, please post them to associated tickets.

    Thank you for your cooperation.