How to Use Direct Emailing Options in Jotform Tables

January 27, 2022

You can reply directly to form submitters from Jotform Tables. You can also forward submissions to your colleagues. It is helpful if you want to stop getting email alerts and prefer sending messages directly from your Jotform account. 

There are three ways to pull up the Reply and Forward options:

  1. Inline Submission Menu
  2. Top Submission Menu
  3. Single Submission Viewer

Inline Submission Menu

The first is to select the submission, click the Inline Submission Menu (Kebab Menu or Three Dots Menu), near the Select box and Star icon, and click Reply or Forward. Alternatively, you can also Right-Click the submission to open the Inline Submission Menu.

Top Submission Menu

The second method is to select the submission, click the Top Submission Menu (Kebab Menu or Three Dots Menu) at the top right, and click Reply or Forward.

Single Submission Viewer

The third method is to hover over the submission and click the View button. In the Single Submission Viewer, click the More menu (Kebab Menu or Three Dots Menu) at the top right and click Reply or Forward

The To box is automatically populated with the submitter’s email address when you click the Reply option. If you want to add a message, type it in the message box area. Once you’re ready to send, click the Send Email button.

If the form contains multiple email fields, the system will fetch the first email address from the chosen submission. 

When you click the Forward option, you’ll have to enter the recipient’s email address in the To box. Once you’re ready, click the Send Email button.

For both the reply and forward options, you have the option to add a Cc or Bcc. To do so, hover your mouse over the end of the To box, and click the Cc/Bcc options.

Both boxes will appear below the To box.

You can also change the Sender Email and the Reply-to Email in both options. To do so, hover your mouse over the end of the To box, and click Settings (the gear icon).

Select and enter your Sender Email and Reply-to Email, and click the Done button.

Related Guides:

How to Set Up SMTP for a Form

How to Edit/Delete Sender Emails on SMTP Settings

Last, you can resize or expand the size of the Reply and Forward windows. To resize, hover your mouse over the top or left side of the window until the resizer is visible, then drag it to resize (figure 1). To expand, click the expand icon (figure 2).

Note that Replying To or Forwarding multiple submissions at once is not possible. Saving a response template is also not possible.

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