How to set up emails on an Approval Workflow?

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    Mazzaferro
    Asked on January 03, 2022 at 03:01 PM

    Hello,

    I am looking to have the same form created multiple times and be assigned to a different person. In total I should have 9 forms. I know I can clone them. I am just having trouble getting them assigned in Follow Up boss.

    Once submitted the person's form will be flowing into Follow Up Boss, but I need each respective form to come from and be assigned to the agent of whose form it is.

    Can you direct me how to set this up on the email distribution side? I have a "template form" already created, but this automatically assigns it to my email address in follow up boss which is not correct.

  • Profile Image
    Jeanette
    Answered on January 03, 2022 at 05:35 PM

    You can set this up in the Wokflow itself:

    1641247859_61d374737bda9_

    You can customize the Sender name

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    And you can create a condition accordingly. See the demo example (not a real scenario)

    1641249292_61d37a0c2558a_

    If you need further help, please send us the detailed description or specific scenario that you need to accomplish to.



  • Profile Image
    Mazzaferro
    Answered on January 11, 2022 at 11:55 AM

    Thanks for this - just a little confused now.

    I have all my forms created and flowing into follow up boss when they are being submitted. I now need to have followup boss recognize each form by whose form it is.

    For example:

    Andrew - Open House Form

    When it is filled out and submitted, we do not need it approved. We just need it to automatically flow to follow up boss with all the information and have follow up boss recognize the agent as Andrew with his email address (andrew@teamfrancesco.com).


    When speaking to our Follow Up Boss rep he advised the below:

    His notifications just need to be sent to andrew@teamfrancesco.com. This lead will then be pulled into his FUB account automatically. When creating a form you are given the option of where to send the lead notification.

    Can you help me with this?

  • Profile Image
    Dragana_R
    Answered on January 11, 2022 at 01:36 PM

    Hi, Francesco!

    Allow me some time to look into your query. I’ll get back to you soon.

    Thank you!

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    Dragana_R
    Answered on January 11, 2022 at 02:06 PM

    Hi, Francesco!

    Instead of creating the Approval Workflow, I would advise you to make the Notification Email, adding an****@teamfra******.com as the email recipient. Kindly check the following guide:

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

    Let us know if you have any additional questions or need further assistance.