Tip of the fortnight 7 - Tips for creating optimized confirmation emails

Tip of the fortnight 7 - Tips for creating optimized confirmation emails

Hello fellow form builders,  

*Scenario of form submitters after they click the Submit Button*
Okay. The submission seems successful. Wait! Did the buyer confirm my order? Did I change the size back to "L"? Did I enter my email address correctly? These are the kinds of things your customers think when they are left with nothing but a submission screen staring at them.

Confirmation that they have placed their submission correctly is a relief, and displaying the complete purchase details builds trust. Gaining that trust and making your customers feel comfortable can create favourable circumstances to enhance your customer service and also to bring many loyal customers. Let's look at a simple confirmation message: "Hey there, your order was placed successfully!" Well, this is an inconsequential message coming straight out of a dreary deal, which is clearly not what you want to show. Let's take this further with a few questions. 

Why do confirmation emails need to be in a finer detail? What further interactions can they bring?

64% of customers agree that confirmation emails are the most valuable emails in their inbox. Because these emails are important and interactive, delivering them can turn your first-time customers to regular, loyal customers. For today, I've put together six points that you might want to run through when you find yourself delivering confirmation emails



Keep it short and simple

Keep the message context to the point. Give them the excitement of their successful submission and tell them what happens next. For example, when it's a Booking Form , you need to deliver them an email including all the contact details they entered, booking date, check-in and check-out time, and any other relevant details.

 


Playing RIGHT with fonts and images

Say you're crafting order confirmation emails. Including details like purchase details, delivery address, order ID, and tracking links makes it comprehensive, but with so much going on, you need to highlight the important points like the order ID and order status. You can do this by increasing their font size or displaying them in a different font color.



Include your brand logo or any relevant images to enhance your emails. Say, for a event registration form, the confirmation email can include your company's logo or a table with the event schedule. To interest your users more, you can attach images from your past events as well. 




Include Useful links

The emails you send can be made interactive when you add helpful links. Links for resources such as an FAQ , Return Policy , or a Contact Us link can help your user find what they need to further their relationship with your organization.

Secure deals with receipts 

Generate automated receipts by merging the order details with templates of Zoho Writer or WebMerge and attach it to the confirmation emails you are sending. This not only saves time and helps you fulfill your obligations easily, but also makes your business seem reliable and trustworthy.

Check for spam 

When submissions are piling up, it's always better to know that you are receiving valid submissions and not getting spammed. Use Double Opt-In to verify your customer's email address before you receive their form submission. Once you've done that, only the valid submissions will reach you.

In addition to this, you can increase the authenticity of your emails by enabling DKIM to avoid email services blacklisting your domain or your confirmation message falling into spam folders. We are currently working on this feature, and watch this space for the feature updates.

Build customer relationships over social media 

Do you have social handles for your business? Then, why not include them in your emails as clickable social media links? People who are happy with the service are likely to share it.

 


Try out these tips for optimizing your confirmation emails and increase your business's appeal. How are your confirmation emails with Zoho Forms working? Let us know below—we'd love to hear from you!

Until next fortnight,
Prasana.



To get updated every fortnight on useful form tips, click follow under our community learning series


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Tip #10: Automatically add tags to Zoho CRM records using form responses

                                                            You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
                                                          • 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 #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

                                                            When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
                                                          • 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


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator 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


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Resizing a Record Template Background Inage

                                                                                                            Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
                                                                                                          • What's New in Zoho Analytics - October 2025

                                                                                                            Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                                                                          • Zoho Analytics & SQL Server - Live connect

                                                                                                            Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to
                                                                                                          • Explore the Redesigned Quotes Module in Zoho Billing

                                                                                                            Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
                                                                                                          • Latest updates in Zoho Meeting | Create departments, Share PDF files

                                                                                                            Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly
                                                                                                          • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                                                                                            Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
                                                                                                          • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

                                                                                                            Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
                                                                                                          • Project expenses in Zoho Books

                                                                                                            Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
                                                                                                          • Blueprint status change

                                                                                                            I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
                                                                                                          • Integrate Projects for Desk KB article release tasks

                                                                                                            Could you please look into the possibility of integrating project tasks for Zoho Desk article release processes? We are looking for an internal integration between Zoho Projects and Zoho Desk's KB article drafting, reviewing and releasing tasks. We could also settle with custom functions if the publication of articles can be controlled from Zoho Projects. We want to be able to assign tasks to content creators, reviewers and approvers from within Projects and be able to publish them after the approval
                                                                                                          • What is going on with GMail extension.

                                                                                                            Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
                                                                                                          • Collapsible Sections & Section Navigation Needed

                                                                                                            The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
                                                                                                          • Marketing Tip #6: Cross-sell with related products

                                                                                                            Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items
                                                                                                          • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

                                                                                                            Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple
                                                                                                          • Zoho Writer - Option to Export as .zdoc format

                                                                                                            I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
                                                                                                          • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

                                                                                                            Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample
                                                                                                          • Pin multiple columns and adjust column widths in CRM subforms

                                                                                                            Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
                                                                                                          • [Webinar] Automate sales and presales workflows with Writer

                                                                                                            Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
                                                                                                          • Automate insurance document workflows with Zoho Writer

                                                                                                            Insurance companies have to deal with creating and managing complex documents and forms, such as policy applications, explanation of benefits documents, brochures, renewals, and claim forms. Handling all of this manually is hugely time and effort intensive,
                                                                                                          • Latest updates in Zoho Meeting | New End of session notification to remind everyone about the session end time

                                                                                                            Hello everyone, We’re excited to share a new feature for Zoho Meeting ; End of session notification. With this new setting, you can choose to remind all participants or only the host about the scheduled end time of a meeting. You can also choose when
                                                                                                          • [Webinar] Zoho Writer for SCM and logistics

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the SCM and logistics industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on Jul 10, 2025 for a Zoho Writer webinar designed
                                                                                                          • [Webinar] Zoho Writer for the manufacturing industry

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinar
                                                                                                          • Add Comprehensive Accessibility Features to Zoho Writer

                                                                                                            Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current
                                                                                                          • [Webinar] Simplifying document workflows in financial services with Zoho Writer

                                                                                                            Creating, sharing, and distributing complex documents are constant challenges in the financial services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on April 10, 2025, for a Zoho Writer webinar
                                                                                                          • [Zoho Writer Webinar] Learn how to simplify your HR operations: Part 2

                                                                                                            Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for July 2024: Learn how Zoho Writer can simplify your HR operations: Part 2. This webinar will focus on how Zoho Writer can help HR teams streamline and automate their entire hiring
                                                                                                          • [Zoho Writer Webinar] Learn how to simplify your day-to-day HR operations

                                                                                                            Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for June 2024: Learn how Zoho Writer can simplify your day-to-day HR operations. This webinar will focus on how to automate your entire hiring process and generate various types of
                                                                                                          • Branding of native system emails

                                                                                                            Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
                                                                                                          • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.
                                                                                                          • The Social Wall: October 2025

                                                                                                            Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
                                                                                                          • Add Custom Field Inside Parts Section

                                                                                                            How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                          • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

                                                                                                            Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Weekly Tips: Manage External Images in Zoho Mail

                                                                                                            When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
                                                                                                          • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

                                                                                                            Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project
                                                                                                          • Function #32: Schedule low stock notifications on a timely basis to specific users of the organization

                                                                                                            Hello everyone and welcome back to our series! For a business that heavily relies on inventory, monitoring the stock levels and getting timely notifications of low stock items will ensure a smooth sail. Zoho Books allows you to always keep a check on
                                                                                                          • Desk Field Not Showing in Analytics

                                                                                                            Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report
                                                                                                          • Is it really true that I can't set the default 'deposit to' account in 2025?

                                                                                                            I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4
                                                                                                          • SINCH HUB MESSAGEMEDIA with ZOHO DESK

                                                                                                            1) what I need from MessageMedia, 2) what I want to confirm on the Zoho Desk Dev Forum. MessageMedia – needs and requirements Goal: Send SMS from a Zoho Desk widget for EU users. Auth: HTTP Basic (API Key + Secret). Keys must not live in the browser.
                                                                                                          • Function #46: Auto-Calculate Sales Margin on a Quote

                                                                                                            Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it's
                                                                                                          • Invalid URL error when embedded sending url into iframe for my website when using in another region

                                                                                                            Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
                                                                                                          • Next Page