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




                                    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

                                                • 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 #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


                                                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


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer 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

                                                                                                  • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

                                                                                                    Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
                                                                                                  • Involved account types are not applicable when create journals

                                                                                                    { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
                                                                                                  • KB Templates

                                                                                                    * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
                                                                                                  • Zoho CRM Reports Module on Mobil App

                                                                                                    I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
                                                                                                  • Contacts Don't Always Populate

                                                                                                    I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
                                                                                                  • Zoho Projects Android app update - List view enhancement

                                                                                                    Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,
                                                                                                  • Print PO receipt

                                                                                                    Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
                                                                                                  • On the US Data Centre rather than the UK but dont know how to migrate it

                                                                                                    We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round
                                                                                                  • Zoho Sheet Custom function column showing Error #EVAL!

                                                                                                    Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,
                                                                                                  • How to add a Data Updated As Of: dynamically in text?

                                                                                                    I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
                                                                                                  • Create Your Own Issue Management System

                                                                                                    Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
                                                                                                  • Resource utlisation

                                                                                                    Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.
                                                                                                  • Ask the experts - A live Q & A discussion on Zoho Recruit

                                                                                                    We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
                                                                                                  • Bug - OTP (email) and No Duplicates

                                                                                                    Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
                                                                                                  • Personal Facebook page posting instead of Business Page

                                                                                                    I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?
                                                                                                  • Fixed asset management

                                                                                                    I want to know if there is any individual module for fixed assets management
                                                                                                  • Recording depreciation of fixed assets as a percentage of residual value

                                                                                                    In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
                                                                                                  • Function #28: Automatically calculate Customer Loyalty points

                                                                                                    Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
                                                                                                  • Function #6: Calculate Commissions for paid invoices

                                                                                                    Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
                                                                                                  • How to Add Product SKU in Invoice?

                                                                                                    How to Add Product SKU in Invoice?
                                                                                                  • Tracking movement between departments

                                                                                                    I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets
                                                                                                  • Zoho CRM Calendar View

                                                                                                    Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
                                                                                                  • Call transcrition working for ringcentral?

                                                                                                    I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
                                                                                                  • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

                                                                                                    What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
                                                                                                  • WhatsApp and Zoho Creator Integration

                                                                                                    How we have integrate WhatsApp App with Zoho Creator without using external application ?
                                                                                                  • Improve Creator Calendar Report

                                                                                                    Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just
                                                                                                  • Important updates to Zoho CRM's email deliverability

                                                                                                    Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
                                                                                                  • Custom modules not showing in developer console

                                                                                                    I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
                                                                                                  • Chart with Filtered Data vs Unfiltered Data

                                                                                                    I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
                                                                                                  • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

                                                                                                    Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos
                                                                                                  • How to get the Dashboard page to be the first page when you open the app

                                                                                                    So when it opens on a tablet or phone it opens on the welcome page, thanks.
                                                                                                  • Integration between Zoho CRM and Zoho WorkDrive

                                                                                                    I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
                                                                                                  • Tip #17: How to mandate partial payment for your appointments

                                                                                                    When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
                                                                                                  • Why option for 'include form submission in the body of the email' check box is missing

                                                                                                    Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
                                                                                                  • Mozilla Vault extension will not Unlock even once.

                                                                                                    I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did
                                                                                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                                                                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
                                                                                                  • Sort mail by name and subject

                                                                                                    I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?
                                                                                                  • Zoho Creator monthly roundup - September 2024

                                                                                                    Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all
                                                                                                  • Kiosk Studio Session #1: View paid customers in the same industry

                                                                                                    Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out
                                                                                                  • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

                                                                                                    Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
                                                                                                  • Next Page