- BraydenAsked on May 19, 2016 at 02:04 PM
I own a cleaning company. After my customers have signed up to an agreement, I want to send them an email thanking for their business, reminding them which services they've signed up for, and also the other services that we offer. I want a checklist that my staff can go through, which can generate an email. Each checklist checked will prompt a paragraph, with pictures, that I've created.
The overall idea is that my staff can use one of your forms to simply check off which services the customer signed up for, and possibly even say what time of year they asked for them to be done. Once the checklist is done, they can put the customers email at the bottom, this will generate an email with all of the proper content for what the customer has signed up for. Underneath will be all of the paragraphs explaining the services that they haven't yet signed up for.
I've heard great things about your company, but I haven't been able to find this ability anywhere. Is this possible?
- JotForm SupportKevin_GAnswered on May 19, 2016 at 02:27 PM
This can be achieve by using conditions in your form, once you have added the check box field to your form you will need to make the emails, for example, if your check box has 4 options, and they all are different you will need to make 4 different email templates, you will find the check box field under the Basic Fields in the Form Builder:
You will also need to add an email field to your form in order to capture the submitter's email and handle conditions.
Now, this will add an auto-responder automatically to your form, it as by default the submitted data, at this point you are free to decide if you will modify this auto-responder and add the other that you will need or if you will delete this auto-responder and make all your emails again.
This condition based on the selection of the check box will work with email notifications and email auto-responder, below are the guides to add each one to your form:
Here is the guide that will help you to send the email based on the selection made on the check box: How-to-Send-Email-Based-on-Selection
Instead of adding to the email recipient a fixed email address you need to add the email entered on the email field in your form, to do this you need to paste the field's name, this variable will fill the condition with the data entered in your form, here is a guide that will help you to get the field's name: How-to-find-Field-IDs-Names
You're able to include text, images or format the text in the email as you want:
If you need assistance when trying to apply this to your form, do not hesitate to contact us, we will be glad to help you.
- BraydenAnswered on May 20, 2016 at 03:44 PMThanks for the response. How do I link up the check boxes with the descriptions I want?
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- JotForm SupportKevin_GAnswered on May 20, 2016 at 03:55 PM
This will be achieved with conditions, depending on the selected option in check boxes the specified email will be sent, I will share you the link to the guide here as well: How-to-Send-Email-Based-on-Selection
Take a look and let us know if you have questions.