Automatisieren Sie die Erstellung eines Berichts und den Versand per E-Mail.

Hallo liebes Jotform-Team,

mein Pudelwohl-fühlen Formular soll eine Leadquelle werden. Nachdem ein Lead das Formular ausgefüllt hat, kann man automatisiert für seine Antwort einen Bericht erstellen?

Zusammenfassend zu den Überschriften Schlafqualität, Stress, Schmerzen, Was trtinkst du, Essen und Genuss, Bewegung

Kann man diesen bericht dann mit Funnelcockpit verknüpfen und ihm erst zusenden, wenn er das Double-Optin bestätigt hat?

Ich freu mich auf eure Antwort.

Liebe Grüße

Frank

Hi Frank, 

Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

Now, coming back to your question. You can check out our Digest Emails feature, which lets you track and get insights on your form submissions and a cool chart showing off the selected field(s), and submission details of the selected files. It’s easy to Set That Up. Let me walk you through it:

1. On your My Forms page, click on My Forms on the top-left side of your screen.

2. In the menu that opens, click on My Reports. 

3. On your My Reports page, click on Create Report on the top-left side of the page.

4. In the menu that opens, click on Digest Emails on the top-mid side of the menu.

5. Set up the following:

• Email Subject
• Email Recipients
• Repeats
• Send Date
• Send Time
• Time Zone

6. Click on Next on the bottom-right side of the page.

7. Select the forms that you want to receive the regular digest emails for.

8. Then, click on Next on the bottom-right side of the page.

9. After customizing the layout of your Digest Emails as you want, click on Create Digest on the bottom-right side of the page.

10. In the menu that opens, click on Create Digest and you’re good to go.

    Keep in mind that users with the Starter (Free) Plan can add 1 email recipient while users with Bronze, Silver, or Gold plans can add up to 10. You may want to visit our guide about Understanding Your Account Usage and Limits and our Features and Pricing page to learn more. Editing and Personalizing Digest Emails is also easy. Let me show you how:

1. On your My Reports page, hover your mouse over the Digest that you created.

2. Click on Edit on the right side of the digest.

4. On the page that opens, click on the form that you want to customize.

5. Click on the Downward Arrow icon or Upward Arrow icon on the right side of the form to replace the sequence of the forms.

6. Then, click on the Gear icon on the right side of the form.

7. In the menu that opens on the right side of your screen, you can customize the following:

Overview:

• Number of new submissions in the previous period
• Total number of submissions to the form all time

Chart representation of selected field(s) in the form

• Single Choice
• Multiple Choice
• Dropdown
• Yes/No Question (Card Forms)

Submissions Detail showing the answers to the selected form fields in the previous 

8. Click on Update Digest on the bottom-right side of your screen and that’s it.

Keep in mind that a maximum of 3 chart representations can be selected. You may want to check out our Digest Emails page, as well.

Let us know if you have any other questions.