How To Create Confirmation Email or Notification in Form Builder?

  • Haler
    Asked on January 19, 2015 at 7:55 PM

    For Example: I can not find the following.  What is wrong?  Where do I go, How do I find:

    1. Click on "Setup & Embed" tab on the form builder toolbar.   NOT FOUND

    2. Click on "Email Alerts"

     

    How To Create Confirmation Email or Notification in Form Builder? Image 1 Screenshot 20 NOT FOUND

     

    3. Click on "Add New Email"

     

     

  • Charlie
    Replied on January 19, 2015 at 9:56 PM

    Hi,

    I apologize for that. The form builder just got an update on its toolbar, we're still on the process of editing our guides. You can follow the screenshot below, but steps 4 and onward in the tutorial would be the same: http://www.jotform.com/help/25-Setting-Up-Email-Notifications.

    1. Click the "Emails" in the toolbar.

    How To Create Confirmation Email or Notification in Form Builder? Image 1 Screenshot 40

    2. You'll have the "Compose Email" window where you can fully customize the content of the email that will be sent. You can add the values of the form fields by using the tags found at the right side of the window.

    How To Create Confirmation Email or Notification in Form Builder? Image 2 Screenshot 51

    3. Inside the Sender and Recipient Details window, you'll need to fill out the necessary fields so that your notification would work correctly.

    How To Create Confirmation Email or Notification in Form Builder? Image 3 Screenshot 62

     

    4. To avoid problems with emails, I would suggest that you also check this guide that we have: http://www.jotform.com/help/208-How-to-setup-email-alerts-to-prevent-email-bouncing-related-issues 

     

    I hope this helps. Let us know if you need more assistance on this.

    Thank you.

  • Haler
    Replied on January 20, 2015 at 4:44 AM

    Hi Charlie,

    Well I got more forms showing up than you displays above, but it appeared I got to where I needed to be, because it looked very much like otherd I have used in the past.

    However I could: not get anything to work as I need it to work meaning Here's some slices:

    Here is what I start with:

              Hey  {yourFirst13} 

     

     Welcome to The:    
    Snowboarders
    $1,000 Challenge

    Here is the html:

    <p STYLE="margin-bottom: 0in"><b><font face="Arial"><span style="font-size: 14.0pt; color: black">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 

    Hey</span><font color="#FFFFFF"><span style="font-size: 14.0pt; background-color:#0000FF">&nbsp;</span></font></font></b><font COLOR="#FFFFFF" SIZE="5" FACE="Arial Black, sans-serif"><span STYLE="font-weight: normal; font-style: normal; background-color: #0000FF">{yourFirst13}&nbsp;</span></font></p>

    <p class="MsoNormal"><b><span style="color: black">

    <font face="Arial" style="font-size: 15pt">&nbsp;Welcome to The:&nbsp;&nbsp;&nbsp;&nbsp; </font></span>

    <font face="Arial"><font color="#FF9900" size="5"><br>

    </font><font color="#FF6600" size="5">Snowboarders</font><span style="color: black"><font size="5"> </font></span>

    </font>

    <font color="#FF0000" size="5" face="Arial">$1,000</font><font face="Arial"><span style="color: black"><font size="5"> </font></span>

    <font color="#FF6600" size="5">Challenge</font></font><span style="font-size: 14.0pt; color: black"><font face="Arial"><br>  

    Here is what I get in a browser:

              Hey  {yourFirst13} 

     

     Welcome to The:     
    Snowboarders 
    $1,000 Challenge

    But what I get from your system's test email to dir@go2sports.com

    Is a page full of HTML code

    How and where do I drop in my HTML so it will look the same when the emails are delivered, as the HTML look when opened in Chrome, FireFox, IE.?

     

  • Ashwin JotForm Support
    Replied on January 20, 2015 at 7:14 AM

    Hello Haler,

    I am not sure if I have understood your question correctly. The output of the HTML you have added above is what you have see as the out put.

    If you want to add your own HTML in the submission email template, yes it is possible to do so. Please check the screenshot below on how to add the HTML code in email alert template:

    How To Create Confirmation Email or Notification in Form Builder? Image 1 Screenshot 20

     

    Hope this helps.

    Do get back to us if you meant to ask something else.

    Thank you!

  • Haler
    Replied on January 20, 2015 at 7:57 PM

    Hi ashwin_d

    Thanks for the information.  However; I doubt that you know, that when I look at what you did to give me some guidence, I see what appears to be 8 frames dancing together fast enough that I am not able to make out anything but possibly one (which was where you clicked on something down in the lower left corner.

    I know we are both disappointed with that, but since I do not recall clicking to anything in the lower left corner, I will go take a look.  My past years of experience and that clue might be all I need.

    I'll let you know, and if it does not work for me.  I will create my own step by step how to, so you can tell me what I need to change, add, etc.

    Thanks, but why aren't you in Hollywood with that walk of stars smile?

    Hale

     

  • Charlie
    Replied on January 20, 2015 at 9:23 PM

    Hi Hale,

    Here's a quick guide on how to edit your email notification content. I also would like to ask, based from the purpose of your notification, do you wish to send the email notification directly to the user who fill out the form? If that is that case, I believe you are looking to creating an Autoresponder. Here's the link to the guide: http://www.jotform.com/help/26-Creating-a-Form-Autoresponder. Below you can also see how I created my autoresponder.

    1. Click "Emails"->Add New Email.

    How To Create Confirmation Email or Notification in Form Builder? Image 1 Screenshot 80

    2. Choose "Autoresponder". 

    How To Create Confirmation Email or Notification in Form Builder? Image 2 Screenshot 91

    3. Fill the necessary fields, and the recipient email address would be the email that the user entered to the form.

    How To Create Confirmation Email or Notification in Form Builder? Image 3 Screenshot 102

    4. After clicking next you'll be directed to the "Compose Email" window, you will need to click the "HTML" icon, an HTML editor will then pop up.

    How To Create Confirmation Email or Notification in Form Builder? Image 4 Screenshot 113

    5. Inside the HTML editor paste your HTML codes. Click "Update".

    How To Create Confirmation Email or Notification in Form Builder? Image 5 Screenshot 124

    6. This is how the email content will look like after pasting the HTML codes.

    How To Create Confirmation Email or Notification in Form Builder? Image 6 Screenshot 135

    7. Click "Finish" and make sure to save the changes. I would also suggest that instead of using the "Test Email" option please fill out the form manually and click submit to see if the form works perfectly.

     

    8. I then fill out my test form, assuming that I am your customer, I will then receive a notification email just like below.

    How To Create Confirmation Email or Notification in Form Builder? Image 7 Screenshot 146

     

    I hope this helps. Let us know if you need more information on this.

    Thank you.