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

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
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
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