📩 How to send conditional emails based on form submissions

šŸ“š Learn an easy way to send emails to different recipients depending on the form submitted.

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Do you use your QuickForms for different departments? Here you will learn an optimal solution for these cases. Conditional emails give you an easy way to send emails to different recipients depending on the form submitted.Ā  You can also set the form to be emailed to specific email/emails depending on the submitted data.

  • Send Emails Based on User’s Answer: Trigger emails with different content based on the answer given.
  • Send Emails to the Correct Departments: Set up email notifications that only trigger when one condition has been met.
  • Conditional Email Auto-Responder: Email to your end-user only when a condition has been met.
  • Custom Messages: Populate and send custom messages with form field data.
  • Submission & Attachments: Send a submission copy and files uploaded by your form.
  • Email Templates: Reuse email templates (message body) with different forms.

Keep reading to learn how to do it.

Create an Email Template #

The First thing we need to do is creating a Conditional Emails’ Template, then we can use this template as the email body. Now, to create a Conditional Emails’ Template follow the next steps:

  1. Click theĀ Set Up an Email TemplateĀ button
  2. Enter theĀ Template Name.
  3. Enter theĀ Email Body. This html code will be processed to generate the Conditional Emails body.
  4. Enter theĀ Body Text: It must be the email body in plain text.
  5. ClickĀ SaveĀ to store your Email Template.

Send Conditional Emails #

Now, to send conditional emails, we need to follow the next steps:

  1. Click theĀ Set Up a FormĀ button
  2. Enter aĀ Name. The name of this configuration for administrative purpose.
  3. Select theĀ Form.
  4. Select theĀ Event. In what moment the email will be sent: When form is submitted or when the user email is being verified by double opt-in.
  5. Conditions: Select one or more conditions that the user answer must pass to send the email.
  6. Subject: The email subject.
  7. Body (Template): Select the Email Template created in the previous step.
  8. Send To: Email address where your message would end up after you send it and it is delivered.
  9. CC: Carbon copy.
  10. BCC: Blind Carbon copy.
  11. Reply To: Email address that the reply message will be sent.
  12. Send To Field: Email Field. Useful if you want to send a conditional email as confirmation message (auto-responder).
  13. Sender Name: The ā€œfromā€ name or line, helps to identify you to your recipients.
  14. Status: Can be:
    • On: Enable this configuration
    • Off: Disable this configuration
  15. Includes a Submission Copy: Enable it if you want to include a submission table.
  16. Attach Form Files: Enable it if you want to attach files uploaded by your users.
  17. ClickĀ Save.