How to create an AutoResponder to send Conditional Text Output to Form Submitters

  • oandb
    Asked on June 24, 2015 at 10:12 AM

    I'm creating a form as a self-assessment tool. After the user has answered all the questions I provide them with an "assessment". This includes various calculated fields and conditional text fields.  I use show/hide conditions do determine what text to display.

    The thing is, although I can do all this within the form itself, I can find no way to send the "assessment" information to the user after they Submit the form.

    Ideally, I'd like to do this via email and/or a PDF, but even doing it on the Thank You page would acceptable.

    But I can't see any way at all.

    Have I missed a trick?

    Alex

  • Mike_G JotForm Support
    Replied on June 24, 2015 at 11:45 AM

    You can create an AutoResponder. By the way, your form needs to have a field that would collect/capture/hold the email address of the form submitter where you will be sending the assessment. 

    Here's how you can create an AutoResponder: 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 1 Screenshot 50

    Then, 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 2 Screenshot 61

    After clicking Next, you need to setup the Recipient and Sender Details of your AutoResponder.

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 3 Screenshot 72

    And lastly, you need to compose the email that your form-submitters will receive.

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 4 Screenshot 83

    You might want to check these guides: 

    Creating-a-Form-Autoresponder

    Notification-Autoresponder-Email-Details

    I hope this helps. Let us know if you need any further assistance. Thank you. 

  • oandb
    Replied on June 24, 2015 at 11:55 AM

    Thanks for your response, but my question wasn't about creating an autoresponder. (I think my question title was changed, or I wasn't thinking when I wrote it!)

    My question is about getting the conditional text blocks sent to the subscriber, not just a collection of field values.

    Specifically, I want to send them a copy of what they see on the Results page.

    Thanks

    Alex

  • Mike_G JotForm Support
    Replied on June 24, 2015 at 2:25 PM

    I would like to apologize for the confusion. 

    You have mentioned that you would like to have the Results sent via Email or at least on the Thank You page. 

    If by Email, an Auto-Responder would be a good solution, you'll just have to recreate the Results page on the Compose Email of the Auto-Responder using the HTML Source Editor and the toolbar available.

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 1 Screenshot 80

    Here's an incomplete version of the AutoReponder that form-submitters will receive.

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 2 Screenshot 91

    Note: Again, you need a way to capture the email address of the form-submitter where the Auto-Responder are going to be sent. Here I ihave entered my email address on the

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 3 Screenshot 102

    Then, 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 4 Screenshot 113

    Just for Sample Purposes.

    As for the Thank You page, you can just do the same. 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 5 Screenshot 124

    Then, 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 6 Screenshot 135

    As for the result after submitting the form: 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 7 Screenshot 146

    Here's the cloned version of your form after I have updated  the AutoResponder message and Thank You page message.

    I hope this helps. Should you be needing any further assistance, please feel free to get back to us and we will be glad to help you. Thank you. 

  • oandb
    Replied on June 24, 2015 at 3:06 PM

    Mike

    Thanks again for your detailed response - but again, it doesn't solve my problem, I think.

    The Results section shows different blocks of text, depending on the answers give. If I just copy the form html across to the thankyou page or the email, it will always show the same blocks of text for everyone.

    That's why I spoke about "conditional text" in my original question.

    I think I'm asking for something which Jotforms cannot offer at the moment.

    My current solution is to get the user to use their browser Print facility (e.g. Print to PDF) when they get to the Results page.

     

    Alex

  • Mike_G JotForm Support
    Replied on June 24, 2015 at 4:30 PM

    I understand that you want the data from the result to show on the Thank You page or be sent on your form submitter's email. 

    Actually, I have passed the values that are shown on the Result page to the Thank you page. Whatever values acquired from the conditions on your form that shows on the Result page is also shown on the Thank you page. 

    Here's a partial view of the Result page.

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 1 Screenshot 50

    And here is a partial view of the Thank You page and the AutoResponder. 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 2 Screenshot 61

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 3 Screenshot 72

    This happened because: 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 4 Screenshot 83

    I would suggest you try to fill up this form that I have updated: http://form.jotformpro.com/form/51744704065959

    Place your email address on the First Name field(at the beginning of your form) and check out the AutoResponder you will receive in your email. And you can also check the Thank You page after you submit the form, you will see that the values varies depending on you answers just like on the results page. 

  • Mike_G JotForm Support
    Replied on June 24, 2015 at 4:34 PM

    I will try to re-create the whole Result page for you and I will let you know on this thread once I've made it. For now, try checking the form I have updated or if you want you can try to clone it using this guide: How-to-Clone-an-Existing-Form-from-a-URL

  • Mike_G JotForm Support
    Replied on June 24, 2015 at 5:46 PM

    I already see what you mean. There are Text Area that are hidden, depending on the selection on the form. Which can be fixed by creating conditions using this option:

    For the Thank you page: 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 1 Screenshot 50

    Then, 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 2 Screenshot 61

    You can just remove/add parts to the Thank You page through the HTML Source Editor depending on your condition. 

    As for the AutoResponder: 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 3 Screenshot 72

    Then, 

    How to create an AutoResponder to send Conditional Text Output to Form Submitters Image 4 Screenshot 83

    You may be needing to create multiple AutoResponder depending, of course, to your form needs.

    You can then select the appropriate AutoResponder base on the condition you will be creating.

    I hope this helps. Should you be needing assistance in doing all this, please feel free to let us know and we will be glad to help you. Thank you. 

  • oandb
    Replied on June 24, 2015 at 6:29 PM

    OK - now how I see how it s possible!

    It means I have to create a thank you page (or email) for each possible combination of text outputs. That's just about feasible at the moment, but if I decide to create more conditions in future, the number of combinations could grow by a factor of 4 or 5: that would make it too hard to maintain, I think.

    But thanks for your patience, Mike - I've learned a lot about the capabilities of JotForms from this thread which will be very valuable for the future.

    Regards

     

    Alex

  • raul
    Replied on June 24, 2015 at 7:57 PM

    On behalf of my colleague, you're welcome.
    Feel free to contact us anytime, should you require our assistance.