Tip of the fortnight 5 - Autoresponder emails to improve customer engagement

Tip of the fortnight 5 - Autoresponder emails to improve customer engagement

Hello fellow form builders, 

Is it raining form submissions? Congratulations! But it doesn't end there. It's time to figure out a way to acknowledge that pile of submissions and possibly convert them into potentials.

Instead of sending emails to a mailing list, why not build your own email service to reach customers and make it a part of your lead-nurturing efforts? In this three-part series, we will show you how to use Email Notifications inside Zoho Forms. Today we'll walk you through autoresponder emails .



Autoresponders fire emails automatically to the configured To recipients when a form is submitted/updated without any need for a manual trigger. The benefit? It's quite obvious: these email notifications are extremely helpful in interacting with prospects who filled out a form. If you're looking to build stronger customer communication, this can help in following and nourishing leads, allowing you to be constantly proactive in your customer engagement. 


First, outline the sequence

Email notifications can be tailored to fit the workflow you want with your form.  Create templates and configure them as "ADDED" to trigger emails when a new form is entered or configure them as "UPDATED" templates to trigger emails when an existing form is edited.

The email can be personalized to fit your requirements. You can set the To recipients as yourself, your team, users, or non-users of your organization. To send the email to the customer who fills out the form, use an email address field as the To recipient (remember to add this field prior in your form). Take a look at the email template examples for a Registration Invite configured for the form respondent and a New Registration for the team. This contextual flow with a distinct template setup will deliver emails to the respective people. 

   



Remember, your email reflects your brand

Besides a personalized message, the body of the email can reassure customers when it includes their form answer. To do this, use the icon next to Field Labels link. The text will get replaced with the form answers when the email is sent. You can personalize it further to render as a design card by inserting your company's logo or any relevant images with information they need to know. It should look something like this: 



Provide useful information

If the data collected with your forms is your first point of contact with your new leads, send them relevant URLs or links like the product's homepage, other web pages, etc.



For a workflow that needs to reveal the entered data, you can include the entire form submission in the email's body or even include the attachment of the submitted form as a PDF. If your workflow involves a document created using the form answers, you can also include that as an attachment (read the full post
on merged documents here ).



The scope of the autoresponder emails is vast: Bring in a way to generate a Welcome message, Subscription Success message, Order Confirmation message, Thank You ecard, and more. What are the email practices for your businesses? Comment below—we'd love to hear from you. 


Until next fortnight,
Prasana 

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond

                                                Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the
                                              • Tip #9: Modify deal properties in Zoho CRM using form responses

                                                How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho
                                              • Tip #2: Prefill forms automatically with existing Zoho CRM data

                                                How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
                                              • Tip #4: Add related lists to Zoho CRM records using form responses

                                                How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list.   You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
                                              • Add your brand logo to your forms

                                                What's in a logo?  Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru?  A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now