To edit or create an email response:
Email Response Features (listed in the order they appear) When you create or edit an email response, you’ll see the following options:
The “To” field- here you should enter email addresses you want the auto-response sent to, and/or add submitted emails from the dropdown. Just remember if you want to include the emails your submitters are entering in the form, you need to create that field on the form first! If you’re typing email addresses directly in, make sure you separate each email with a comma and space before typing in the next one. Note that there is a 15 email limit to the “To”, “CC”, and “BCC” fields. You will be able to enter more than 15 addresses, but if you enter more than 15 the email response will not work. If one of your email addresses is an inserted field from the form, don’t worry, everyone who fills in this field will receive the email (no matter how many people fill in the form).
The “Subject” field - this is the subject line for the email. Write whatever you want for the subject line, and you can also insert answer values by choosing an option from the dropdown menu to the right. So, if you want to say “Your invoice for our product: $40”, you can!
The “CC” and “BCC” fields - these function the same as the “To” address, except on is a Carbon Copy field, and the other a Blind Carbon Copy. Note that there is a 15 email limit to the “To”, “CC”, and “BCC” fields. You will be able to enter more than 15 addresses, but if you enter more than 15 the email response will not work. If one of your email addresses is an inserted field from the form, don’t worry, everyone who fills in this field will receive the email (no matter how many people fill in the form).
The “From Address” field - this is the email address the email will be shown to come from. This means when an email response is sent to someone, they can reply to this address. You might like to make the From Address the email that someone provides in a form, so that when you receive their submission as an auto-email response, you can hit reply to get in contact with them quickly. If you don’t enter an email address, the default is firstname.lastname@example.org.
The “From Name” field - this is where you can enter the name of the sender. You might like to enter your or your organizations name, or you might like to insert an answer from the form (like ‘Name’).
The “Reply To Address” field - if the person who receives the email response hits reply, the reply will go to this email address. It is different to the “From Address” in that it doesn’t display the address.
“Attach a PDF Summary” option - by selecting ‘YES’ you can automatically include a summary of that submission’s results as a PDF attachment. PDF summaries only include answered questions, and are listed in plan format. Note that:
Here’s an example of what the PDF will look like:
If you’d like to know more about ‘Answer Piping’, and inserting answer values, see here.
“Include submission summary” option - select ‘YES’ to add a table of submitted results within the body of the email, a the end.
“Attachment” - use this option to include any kind of attachment you like. It might be a report Word Doc, or perhaps an event info sheet PDF, or perhaps a Zip file of your portfolio.
“Email should send: always” - when the toggle is selected here, it allows you to have the email sent “when conditions are met”. In other words, you can use logic to determine when an email is sent. So, if you only want the email to send when a certain score has been reached by a submitter, you can set that logic here.
If you want a basic submission notification to be sent to you, see https://paperform.co/help/article/submission-notification