Set up multiple auto-response rules to customize webform responses in an enhanced UI

Set up multiple auto-response rules to customize webform responses in an enhanced UI

Hello everyone,


Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you can use to automate the follow-up process, improve efficiency, and prevent opportunities from falling through the cracks.


This new enhancement enables users to automate custom responses for various webforms associated with your modules by activating multiple auto-response rules simultaneously. This makes handling inquiries and form submissions more efficient and improves the overall customer service experience.


What's new?


Previously, you could only have one active auto-response rule per module. Now, you can create and activate multiple auto-response rules per module to send customized responses to various webforms, which adds a more personal touch to your customer communications.


We've also improved the UI, making the rule creation process simpler and more efficient, and making the reordering processes more straightforward.


Let's look at this enhancement in further detail below:

Create and activate multiple auto-response rules


Previously

Only one auto-response rule per module could be active at any given point of time, and only that active rule could be associated with webforms in that module.


For example, let's say we have two forms associated with the Leads module: a lead inquiry form and a customer registration form. To automate a follow-up response to inquiries or new registrations, we could only activate one auto-response rule for the Leads module. This means that this rule will apply to both of the webforms associated with the Leads module. Hence, our response would need to be generic enough to cover both inquiries and registrations.


Now


You can create and activate multiple auto-response rules to send responses to different webforms associated with the same module, meaning multiple individual webforms in a particular module can have their own auto-response rules.


Let's return to our Leads module example. We can now create two different auto-response rules for each webform and activate them simultaneously. Here, the two rules are: Enquiry Rule and Customer Registration Rule. With the enquiry auto-response rule, we can send a thank-you response to customers who submit an enquiry, and using the registration rule, we can send a welcome message to new users who have registered for our event. This approach ensures we communicate the right responses to our customers and improve our customer relationships.


Improved UI for creating and re-ordering auto-response rules
  • Rule creation UI enhancement

Previously

You first had to select a module and then create and save your auto-response rule's name before you could define the rule's criteria and activate it, as shown below.



Now

In the new rule-creation flow, you can enter a rule name, select the module, specify the criteria, and save it to activate the rule—all in one go. This new enhancement serves to save time and improve the user experience.


  • Re-ordering conditions UI enhancement

Previously

Re-ordering conditions involved clicking a separate button and then entering numbers to indicate the order in which each rule criterion should be applied, as shown below.



Now

The re-order button is available in the auto-response rule editor. You can select which rule's conditions need re-ordering, click Re-order condition, and drag and drop the conditions to their appropriate positions, as shown below.



Benefits of this new enhancement:
  • Creating and managing auto-response rules is easier, as the rule list page now lists out webform details along with rule information.

  • You can customize each response based on the webform's context, as well as add a touch of personalization to your responses to match the tone and style of the associated webform.

  • With multiple auto-response rules, you have the flexibility to address various inquiries or requests based on the webform type and ensure that you handle them appropriately.

InfoAvailability: This enhancement is available in all editions and all DCs.


Thanks and have a good day!

    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





                                                            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

                                                                                                              • Canvas Flex Box containers should not require a width/height.

                                                                                                                Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational
                                                                                                              • Zoho Desk Android app update: Filter enhancement, Save Filters

                                                                                                                Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,
                                                                                                              • Very long loading times | bad performance [ZOHO DC: EU]

                                                                                                                Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)
                                                                                                              • Zia Profile Summary now supports six languages and responds faster

                                                                                                                After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can
                                                                                                              • Introducing Zoho Show Android 3.0

                                                                                                                Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration
                                                                                                              • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

                                                                                                                Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
                                                                                                              • Peppol integration zoho invoicefu

                                                                                                                Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
                                                                                                              • Allow Recording Only a Selected Portion of the Screen

                                                                                                                Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen
                                                                                                              • Restricting Calendar View to Working Hours

                                                                                                                Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!
                                                                                                              • Add Camera Background Blur During Recording

                                                                                                                Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential
                                                                                                              • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

                                                                                                                Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are
                                                                                                              • Whatsapp Integration questions

                                                                                                                Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO
                                                                                                              • Allow Font Size 11 in Editors...

                                                                                                                That is basic functionality...
                                                                                                              • link mail.zoho.com/UnblockMe to unblock

                                                                                                                Could you please unblock my account heloisa.bomfim@expansaodenegocios.com
                                                                                                              • Unblocked me

                                                                                                                Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com
                                                                                                              • Integrating External Portal Tickets Into Zoho Desk

                                                                                                                A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible
                                                                                                              • Show unsubscribed contacts ?

                                                                                                                Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
                                                                                                              • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

                                                                                                                Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
                                                                                                              • Send WhatsApp voice messages from Bigin

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions
                                                                                                              • CUSTOM FUNCTION GIVE ERROR #EVAL!

                                                                                                                CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }
                                                                                                              • Samsung Keyboard Issues with Notebook

                                                                                                                Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some
                                                                                                              • Zoho Books | Product updates | October 2025

                                                                                                                Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
                                                                                                              • Zoho Developer Community Hackathon 2025 is LIVE!

                                                                                                                Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
                                                                                                              • Zoho Books | Product updates | September 2025

                                                                                                                Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
                                                                                                              • Zoho Workdrive for Office, "vsto runtime not found"

                                                                                                                Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.
                                                                                                              • Can no longer export as pdf

                                                                                                                In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.
                                                                                                              • Emails are going to notification folder and not in inbox

                                                                                                                emails are going to notification folder and not into inbox
                                                                                                              • How can I prevent the Zoho Vault extension from automatically logging me out?

                                                                                                                Hi, I want the Zoho Vault Chrome extension to never log out. How can I do this? It only allows me to log out for 1 week, and the same applies to the Android app.
                                                                                                              • Zoho CRM App - Links

                                                                                                                Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene
                                                                                                              • Templates

                                                                                                                Trying to sort out / get rid of unwanted invoice templates, the error msgs are not at all helpful. Surely it's easy to amend the error msg by including a list of the names of the customers / vendors that use it, denying deletion or making it inactive
                                                                                                              • Contacts limit in basic vs standard - what counts? Are customers contacts?

                                                                                                                I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,
                                                                                                              • Finding missing records

                                                                                                                I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve
                                                                                                              • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                                                                                                Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
                                                                                                              • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

                                                                                                                Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.
                                                                                                              • Process between CRM and Campaigns to ensure double opt-in contacts?

                                                                                                                I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
                                                                                                              • What's New in Zoho Inventory | August – October 2025

                                                                                                                Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory
                                                                                                              • Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)

                                                                                                                Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
                                                                                                              • Zoho Developer - Feature Request Platform

                                                                                                                Zoho Developer is one of the most underatted platform in zoho ecosystem, however, it may just be what zoho needs to welcome more people to use Zoho Services. The more developers you have creating zoho creator applications and zoho extensions the more
                                                                                                              • Last/Previous month in relative date filter

                                                                                                                In the relative date filter, what is the difference between "Last 2 months" and "Previous 2 months"? So, if we are on 25-July, then is my understanding correct of the following: Last 2 months :=:      25-May~24 July Previous 2 months :=:     01-May~30-June Thanks.
                                                                                                              • Tags get removed from notes on mobile

                                                                                                                I don't know why this keeps happening even after all these app updates but if you log out and log back into the app or you reinstall it, all the tags you assigned to your notes get taken off, but if you go on the desktop version the tags are still there.
                                                                                                              • Next Page