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    Confused about setting multiple recipients for email notification via Email option versus via Conditions option.

    Asked by charitychallenge on July 18, 2016 at 09:49 PM

    There appear to be two places where recipients of an email can be set:

    1/ Via the creation of an email template, multiple recipients can be set when this template is chosen.

    2/ Under Conditions and Change of Email recipient, an Email Template can be selected and sent to multiple recipients (upon satisfaction of a condition). 

    Note also, if I want a certain Email Template to be chosen according to a specific condition, it forces me to choose at least one email recipient.

    Therefore, it appears to me that there is an overlap or redundancy of functionality here, so I am trying to understand where best to enter the multiple email recipients for a particular Email template.  Further, at worst, if only one email recipient is required for a certain Email Template and the email is to be sent upon a certain condition, it appears that the same recipient must be entered twice - once in the Email Template setup section and once in the Condition and change of email recipient section.

    Can someone please confirm best practice for setting multiple email addresses?  Do I repeat them in the Email template setup area and also in the condition area?  What is the impact if an email address is missed in one of the two areas versus being entered in each area?  Will the system send an email twice to the same recipient if entered twice?

    Thanks

    email notification email option
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    JotForm Support

    Answered by Welvin on July 19, 2016 at 12:28 AM

    Can someone please confirm best practice for setting multiple email addresses?  

    -We recommend doing it in the email settings. Here's a guide: https://www.jotform.com/help/39-Send-Notifications-to-Multiple-Recipients

    -We only recommend adding a conditional email if you'd like to send an email to multiple recipients based on a field input/selection.

     

    Do I repeat them in the Email template setup area and also in the condition area?

    -Yes, you are required to re-enter the recipient email in the conditional logic. This is because the recipient in the notification email is automatically void as soon as the condition email is setup. You also cannot set an empty recipient in both, it gives you an error. When creating a conditional email, you'll see the recipient box is automatically filled with your primary email.

     

    What is the impact if an email address is missed in one of the two areas versus being entered in each area?  

    -If you'll miss a recipient in the conditional email, this recipient won't receive any even if it's present in the email settings. Again, the recipient email in the email settings is void when the conditional email is present. 

     

    Will the system send an email twice to the same recipient if entered twice?

    -No, same reason above. But not unless you have another email setting that is not attached to a conditional email. 

     

    I hope that clarifies your questions. If not, let us know by posting a reply in this thread. 

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    Answered by charitychallenge on July 19, 2016 at 01:01 AM

    Thanks

    Those explanations are very clear.  I think they also would help clarify people's understandings when first trying to understand the relationship between these two components.

    All good.