What Is The Email Copy Function?
Sending a copy of your completed form by email to either the respondent themselves or a different admin can prove to be extremely advantageous. For example, if you wish the results of a form to be moderated by an independent user send an email copy of the form. Likewise, if you wish to send proof of purchase to your customer after a transaction, automatically set up the email copy function.
How To Create Email Copy
Once you have built your form, you’ll want to click the setting cog in the top right corner of your screen. From here you will need to select EMAIL COPY and click the green plus button located on the bottom-right of the screen.
Next, you will need to enter;
Email Copy Name - The title of the of the email copy of the completed form (if you choose to include it)
Email Theme - (The theme you have previously created) This is the theme and content of your customized email that will be sent to your user (if you choose to by selecting the EMAIL BUTTON*), find out more about how to create email themes by clicking here
Email Subject - The title of your email (this will be the first thing your user will see when they first see your email)
Email Addresses - Any emails (usually for internal records) that you want a copy of every response sent to.
*Email Selection - If you want to send an automated customizable response to the person who completes the form (only if they have entered their email address)
Form Pages - The Pages of the form entry that you would like to send
The Format - The format of the copy of the completed form. To have images and documents attached which are present in your forms too, you will need to tick both of these options in your email settings for them to be included in your emails.
Once you have done this, remember to press save, and you will now have fully automated customizable email responses to your forms. To send out different custom emails based on different individual form responses, i.e an email for a positive response and an email for a negative response - read below to find out about email logic.
How do I Use Email logic?
It is now time to set your conditions to determine who will be sent a response email and who will not.
To do this, you’ll want to > click the green circle with the plus icon in the bottom left corner logic page (this will appear automatically after you save the last section). If you want to return later to the logic section of your email copy > go back to the email copy option > find your email title > and to the right click the email logic button.
The choice of field conditions will then appear for you to set. For example, it’s the “Fail or Pass” field, so you’ll want to select “Fail or Pass” from the drop-down box. You’ll then need to specify which values are needed to trigger the conditional field. We’ll want a Pass selection from the user to trigger an email. When these conditions are set, press Save and your email logic will now be live.
If you want to add another different response email (perhaps for a negative or positive response), choose a different email theme, and set alternative email logic.
Email Copy is available to all Automate users, To make use of this feature, upgrade your account now!