How to send email based on user's answers

  • Adrian
    Asked on 30 kwietnia 2024 15:21

    Dzień dobry,

    chcę zrobić taką automatyzację, że jeśli wypełniam formularz za inną osobę i okazuje się, że jej nie stać na produkt premium, to chcę żeby jej automatycznie wysłać mejla z linkiem do tańszych produktów.

    Czyli klikam, że osoba ma X pieniędzy i kiedy zakończę wypełnianie formularza osoba ta otrzyma automatycznie linka z tańszą ofertą.

    Jak wykonać taką automatyzacje?

  • Deanne Jotform Support
    Replied on 30 kwietnia 2024 18:03

    Hi Adrian,

    Thanks for reaching out to Jotform Support. Unfortunately, our Polish 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 Polish, 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 implement this by using Conditions. You can Send an Email Based on a User's Answer. Let me show you how to do it:

    1. In Form Builder, add an element to ask the form filler if they will purchase or not. In this example, I'll use the Single Choice element.

    How to send email based on users answers Image 1 Screenshot 60

    2. Next, create an Autoresponder Email. This will be the email that will be sent out when the form filler chooses not to purchase the Premium product.

    3. On the left side panel, click on Emails and click on +Add Email to create an Autoresponder Email.

    4. Customize the email body. For this example, I just added a sample link for demo purposes.

    5. Click Save when you're done.

    How to send email based on users answers Image 2 Screenshot 71

    6. The last step is to create the Condition.

    7. On the left side panel, click on Conditions and click on +Add Condition to add a Change Email Recipient condition.

    8. Click on Save when you're done.

    How to send email based on users answers Image 3 Screenshot 82

    Here is a screenshot of the condition:

    How to send email based on users answers Image 4 Screenshot 93

    When the form filler selects "No, it's too expensive", they will automatically receive the email to a cheaper option:

    How to send email based on users answers Image 5 Screenshot 104

    Here is my demo form which you can clone and check.

    Give it a try and let us know how it goes.