Automatically add page URL form was filled out on?

  • joshcoen
    Asked on October 5, 2016 at 12:04 PM

    I have around 100 pages, each featuring a client's pet dog or cat or horse or other animal. When someone inquires about a particular animal, they use the form on that page and the inquiry goes directly to the pet owner and blind copies me. I would like to use a JotForm for this.

    1) Is there a way to create one form, but that adds in the specific owner email for that page?

    2) Can the form also include the animal's name in the subject line of the email generated?

    3) Is it possible to automatically include a link to that particular page in the email? Some owners have multiple pets on the site and reminding them which pet the inquiry is for is necessary.

    Thank you!

  • David JotForm Support
    Replied on October 5, 2016 at 2:06 PM

    We have a widget that will return the page where the form is embedded:

    http://widgets.jotform.com/widget/get_form_page_url

    The page URL can included in any notification or autoresponder emails as can any other field data.

    If you would like to create one form and have a different email sent for 100 different animals, this would require creating a drop down with all the animals listed.  You would then create a conditional email for each animal:

    https://www.jotform.com/help/167-How-to-Send-Email-Based-on-User-s-Answer

    Field data can be used anywhere in email notifications.  Include the dropdown field ID in the subject line of the email notification and the name of the pet selected will be included in the subject line.

  • joshcoen
    Replied on October 6, 2016 at 12:41 PM

    David, thank you for the quick response! The page URL widget is perfect. I'm trying to figure out how to work the other parts you mention. 

    So if I want to be able to personalize each form to the particular animal's page, the drop-down animal listing is the only way? Is that something the user would have to do? I was hoping the form could just grab the animal's name from the page, so when the email notification goes out, the subject line will say something like: Inquiry about {Fluffy}. I don't even mind pre-loading the names for each page if that's a possibility. I guess what I'm trying to avoid is 100+ names in a drop-down or 100+ variations of the same form in my JotForm account.

    And the other part is the ability to have the notification not only go to me, but also to the owner of the pet on that page. Would that require some kind of conditional? So: If Fluffy, then petowner123@gmail.com? Seems complicated! Is there a better way?

  • David JotForm Support
    Replied on October 6, 2016 at 1:52 PM

    You could base your conditional statements on the page url, similar to what is described in this thread:

    https://www.jotform.com/answers/637728-Is-It-Possible-to-Have-One-Form-Embedded-on-Many-Pages-and-Depending-on-the-Page

    It is a bit old so some of the screenshots are a bit out of date and the get form page URL widget now functions as the get referrer widget did then, however, the concept is the same.  This would still require at least one condition per animal to be set up for populate the name into the form from the URL and one condition for each animal to send the appropriate email. 

  • joshcoen
    Replied on October 10, 2016 at 5:43 PM

    David, thank you! I think your suggestions will end up working for me. The page URL will trigger a specific email address and then if I have form-fillers enter the animal's name from that page, that name will then become a field that I can insert into the email. I appreciate your help!

  • Kevin Support Team Lead
    Replied on October 10, 2016 at 11:12 PM

    Great to know the solution given by David worked for you. 

    Just to add, I think there could be another way to pre-fill the form, for example, if you have 100 pets and each one has a link, then you may pre-populate the needed data such as the pet's name and the owner's email address via parameters in the URL, this way you will only need to include the field with the pet's name in the email notification and send the email notification to one email address field only, but this will work if you only need the pet's name to be included in the email notification.

    But if you need each email to be personalized, then this would not work and you will need to use conditions. 

    If you would like to give it a try, please check this guide about pre-populating form fields via URL parameters: Prepopulating-Fields-to-Your-JotForm-via-URL-Parameters

    Here is a sample of customized link: https://form.jotform.com/62838531420958?ownerEmail=support@jotform.com&petsName=Test 

    You will need to redirect to this link with the pre-populated data depending on the pet someone has clicked.

    This will pre-populate the form like this: 

    Automatically add page URL form was filled out on? Image 1 Screenshot 40

    Then in the email notification you will only need to include the pet's name in the email subject as explained above by David: 

    Automatically add page URL form was filled out on? Image 2 Screenshot 51

    Now to send the email, if you're using an email notification you cannot add the email address field's name in the recipients section, but using an email auto-responder will make it easy since you can select the field as recipient: 

    Automatically add page URL form was filled out on? Image 3 Screenshot 62

    Please if there is any question, let us know, we will be glad to help. 

  • joshcoen
    Replied on October 11, 2016 at 12:04 PM

    Kevin! Thank you for taking the time to outline this option. I'm trying to figure out whether it's simply another (and equally good) way to do what I need or if it will actually save me time in any way.

    Using the first method, I will need to input 100 conditions (IF URL THEN email address). This will trigger a notification to the pet's owner telling them that they have an inquiry. The notification will include the inquirer's name, email, animal's name, and inquiry (all input by the inquirer), plus the animal's page URL for reference (courtesy of the URL widget). The subject line will grab the animal's name. There's no need to use a personalized greeting (like Dear Betty).

    The inquiry will also trigger an autoresponder to the inquirer summarizing what they submitted (basically similar to above, except there will be some different instructions and text on the notifications and autoresponses, depending on whether it's sent to the inquirer or the pet owner).

    It took me a while to wrap my head around that whole process. I'm not quite there with the one you are suggesting! Based on the above, will your solution do what I need to do any better or easier? 

  • Kevin Support Team Lead
    Replied on October 11, 2016 at 12:19 PM

    The option that I explained above will work for you if you will have fixed data in your email notification / auto-responder, for example, if you will have some instructions like:

    1. Fill out the form.

    2. Open the link received in email.

    3. Fill out the second form. 

    And the same instructions for all the different pets, then you may use the solution that I provided above, but if you need to have different instructions for each pet then the best option will be to use conditions since conditions will help you to send the correct email based on a selection or input in the form. 

    The inquiry will also trigger an autoresponder to the inquirer summarizing what they submitted (basically similar to above, except there will be some different instructions and text on the notifications and autoresponses, depending on whether it's sent to the inquirer or the pet owner).

    It seems that you will indeed need some custom text depending on what is selected in the form, then I would suggest you to use the solution given by David above, conditions should help you to send the correct email.

    Please if you have any question, let us know. 

     

  • joshcoen
    Replied on October 13, 2016 at 11:35 AM

    Ok, thank you Kevin! Your last response brought up a challenge I was planning to try and solve next. I'm wondering if what you are suggesting might work for it or if there's a better way. Let me know if you think I should create a new post for this question.

    There are two similar processes I need to accomplish:

    1) When someone sends in info for setting up a new pet page, I would like a way to let them preview the finished page before going live and then let me know they saw it. This not only confirms they are getting mail from me, but that they are responsive to me. I will be able to generate a URL for this page.

    2) Every few months, I need to send out automated emails to these pet owners asking them to check their page(s) and confirm all is correct or let me know if anything needs to be updated.

    Is there some form or process that will let me do these things easily? Or is it beyond what a form can do?

  • David JotForm Support
    Replied on October 13, 2016 at 12:50 PM

    If you are looking to have the form create a preview of the page you will be creating for the user, it may be possible depending on how complex the page is, but would likely need quite a bit of setup to do in an email notification.  Do create an actual preview of the page would require a fair bit of programming outside of JotForm that we would not be able to support.

    To send follow up email periodically, you could use a service such as constant contact.  We have built in integration for several email marketing programs that will allow for following up with users who fill out the form.

    https://apps.jotform.com/app/constant_contact_integration

     

     

  • joshcoen
    Replied on October 13, 2016 at 12:55 PM

    Ok, great — thank you David. You've pointed me in the right direction. Thank you and Kevin for the awesome help and support!

  • David JotForm Support
    Replied on October 13, 2016 at 2:12 PM

    Very welcome!  If you need some assistance along the way, let us know and we will be happy to help.