How to Send the Result After Completing the Form?

  • bodywizeaustralia
    Asked on June 15, 2024 at 3:29 PM

    hi there


    How do I send a report automatically to a customer who has completed their online quiz, based on the answers to the quiz ?


    Thanks



    Lizzie

  • Ericson_B JotForm Support
    Replied on June 15, 2024 at 3:36 PM

    Hi Lizzie,

    Thanks for reaching out to Jotform Support. Can you explain a bit more on what kind of report you want to send to your customers? Also, how would you like to deliver this report? Is it after the form was submitted? 

    Once we hear back from you, we'll be able to move forward with a solution.

  • Lizzie
    Replied on June 15, 2024 at 3:47 PM

    Hi there


    Thankyou for answering my message so quickly.

    I have created an online quiz that customers can answer with basic A or B answers (represented by the colours GREEN & RED). I want to send a simple visual report to the customer based on their answers that shows the percentage of how many A answers Vs B answers to determine their metabolic type.

    When I go into the report section on Jot form I’m not entirely sure how to get the form to show the customers answers plus then send them their report.

    Are you able to assist me please?

    Many thanks


    Lizzie

  • Ericson_B JotForm Support
    Replied on June 15, 2024 at 4:13 PM

    Hi Lizzie,

    Unfortunately, you can't send or generate a visual report for each customer individually. I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

    Thanks for your patience and understanding, we appreciate it.

  • bodywizeaustralia
    Replied on June 15, 2024 at 4:33 PM

    Ok. Thankyou. Even if I could send them how many Red vs Green answers in an email and what this means in terms of their metabolic type in text format.


    Thanks so much


    Lizzie

  • Kris JotForm Support
    Replied on June 15, 2024 at 4:43 PM

    Hello Lizzie,

    My teammate is currently looking for a way for how you can achieve this or a workaround that will meet your report requirements. He'll get back to you as soon as he can.

    We will keep you updated on this support ticket.

  • Ericson_B JotForm Support
    Replied on June 17, 2024 at 10:02 AM

    Hi Lizzie,

    You can easily get the total of the green and red answers by creating an Update/Calculate field condition in which a value of 1 is inserted into the greed/red field that is hidden below the questions if that specific option is selected. Then, we'll use 2 Form Calculation widgets, one for the total of green answers and another for the total of red answers. Let me show you how:

    • Include a unique name for each field, as I did below with Q1 for Green and Red of Question 1, to make it easy to identify the fields when creating conditions. 

    How to Send the Result After Completing the Form? Image 1 Screenshot 110

    You have to create the same type of condition for each of the form's questions. As an example, I just used the first choice for green and the second option for red below. 

    Here's what the conditional logic for Question 1 looks like if you selected the first option: 

    How to Send the Result After Completing the Form? Image 2 Screenshot 121

    Here's what the conditional logic for Question 1 looks like if you selected the second option: 

    How to Send the Result After Completing the Form? Image 3 Screenshot 132

    • Next, add 2 Form Calculation widgets, one for green and one for red. Then, make sure to add the fields for Green and Red to each widgets. Then add a plus sign (+) between each field. 

    How to Send the Result After Completing the Form? Image 4 Screenshot 143

    How to Send the Result After Completing the Form? Image 5 Screenshot 154

    • You must disable the Calculation Values for all 14 questions. 

    How to Send the Result After Completing the Form? Image 6 Screenshot 165

    • You should also remove the conditions in your form you have before because you will no longer need them. 

    How to Send the Result After Completing the Form? Image 7 Screenshot 176Next, generate 2 Autoresponder emails. One for the email if the Green is greater than the Red and includes the metabolic type, and one for the email if the Red is greater than the Green. Because we will set up a Change Email Recipient condition to send the appropriate email based on the results. 

    • Add 2 autoresponder emails, rename each one, then edit emails. 

    How to Send the Result After Completing the Form? Image 8 Screenshot 187

    We also have a guide about Setting Up Autoresponder Emails and How to Edit the Email Template for Autoresponders that you can check out.

    How to Send the Result After Completing the Form? Image 9 Screenshot 198How to Send the Result After Completing the Form? Image 10 Screenshot 209

    Here’s my cloned form to see how it works. Please enter your email address to receive the autoresponder. Note that all of the first options are the green, while the second options are the red. You may also clone my form using its URL to have the exact form in your account, to see the form builder, conditions, fields. This guide will show you how to do that. I also recommend adding another question to make them 15 in order to prevent to having a same results.

    Give it a try and let us know if you have any other questions.

 
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