Weekly Automated Emails?

  • Dexter W. Dible
    Asked on June 13, 2024 at 10:15 AM

    How can we schedule and send out weekly automated emails with submission data using JotForm? Our forms (once we sign up for the $99/month) will be encrypted to protect our users sensitive data. Can we automate emails to go to individual customers in mass through the JotForms system or do we need integrate into another system to accomplish this?

    Page URL: https://www.achievebeyondusa.com/test-refer-a-child/
  • Paul Janver JotForm Support
    Replied on June 13, 2024 at 10:25 AM

    Hi Dexter,

    Thanks for reaching out to Jotform Support. Yes, it's possible to send multiple emails on different schedules. First, please create multiple autoresponders according to your needs. To do this:

    1. On the form builder, click the Settings tab.
    2. On the menu on the left side, click Emails.
    3. Click the + Add an email and select the auto-responder email.
    4. Edit the email template according to your needs.

    Next is to set up a Condition using the Change Email Recipient conditional logic. To do this. I'll show you how:

    • In Form Builder, in the orange navigation bar at the top of the page, click on  Settings.
    • In the menu on the left side of the page, click on Conditions.
    • In the list that pops up, click on Change E-mail Recipient and set a logical condition like the ones below:

    Automated email each week with different responses Screenshot 41 Screenshot 10

    • Now, click on Save and you're done.

    You can also check the following links for more detailed info

    Now, you are now ready to set up the Send Emails Later function:

    1. Click on Settings at the top of your Form Builder’s screen.
    2. At the left section of the screen, click on Emails.
    3. Hover over the Autoresponder and click on the pencil icon to open the settings of your Autoresponder.

    Jotform's Settings tab and Emails sub tab pointed with numbers Screenshot 52 Screenshot 21

    If you don’t have an Autoresponder Email in your form, check out this Setting up an Autoresponder Email guide to create one.

    After opening the settings of your Autoresponder, click the Advanced tab. There you will see the Send Emails Later option.

    Jotform's Emails tab pointing Send Emails Later with a red rectangle Screenshot 63 Screenshot 32

    the dropdown list has a lot of options to choose from in order to decide when you would like your emails to be sent.

    Jotform's Advanced sub tab under the Emails of the Settings tab with opened options of the Send Emails Later Screenshot 74 Screenshot 43

    • Right away – this is the default option, Autoresponder emails are sent right after the submission is received.
    • 7 Days – email is sent 7 days after the submission date.
    • 14 Days – email is sent 14 days after the submission date.
    • On a later date – after clicking this option, you can choose your preferred date of email to be sent from the opening date field.
    • CustomDateFields – these are your date fields that are on the form. By choosing them, your form’s respondents can specify the date they would like to receive the email. If you have another date field on your form, it will also appear on your Send Emails Later dropdown list.

    Give it a try and let us know if you need more help.

 
Your Answer