Go to New Record/Updated Record tab as required, and click Configure.
New Record: If you configure your template under the
New Record
tab, an email notification will be triggered when a new form entry is received. A maximum of two email templates can be configured under New Record. For example, you can configure one template to notify yourself and one to notify the respondent.
Updated Record: If you configure your template under the Updated Record tab, an email notification will be triggered when an existing record is updated. A maximum of two email templates can be configured under Updated Record.
Select a From address.
Learn more
about the different From address options.
If you wish to display a From Name in your emails, you can configure it by clicking Add From Name below the From address section.
To send emails to the users within your organization, search for their email address in the To section.
To send emails to your respondents, you must include an email field in your form to collect their email address, then click the
icon in the To section to include this email field from your form. To send emails to the form respondents in
privately shared forms, select the
Added Email ID.
You can also send emails to non-Zoho Forms users by entering their email address.
If you wish to send a copy of the email to your team or non - Zoho Forms users and keep them in a loop, click Add Cc under the To address section and enter their email addresses. To keep the form respondents in the loop in privately shared forms, select the Added Email ID option.
If you wish to route the responses to your email to a different email address instead of your From address, click Add Reply - To under the To address section and enter the email address.
You can choose to include the following in your email notifications:
To add a secondary email address,
Click your profile picture at the top right corner of the page. Click My Account.
Under the Profile tab and click Email Address from the left menu.
To do so,
In the top-right corner, click the icon to access the
Control Panel.
Under Notification Settings, click Sender Email Address.
Click Add Sender Email
and enter the users' email addresses or the group email addresses (that you are admin and moderator of) you would like to use as a sender address in your forms.
The users will receive an in-app notification to approve or deny your request as well as an email notification if you choose to send an email.
Once a user approves you, you can use their email address as the From address in your form.
Under Notification Settings, click Sender Email Address.
In the left menu, click Manage Permissions under Sender Email Address.
Here, you can find the list of users who have requested access to use your email address.
You can accept or decline the requests and revoke access for existing users.
While configuring your email notification template, click the
icon in the Message section and select the URL option in the pop-up.
Enter the text to be displayed as a link in the email.
Enter the Web address where your respondents should be redirected to upon clicking the link.
Click Done.
To do so,
While configuring your email notification template, click the
icon in the Message section and select the Email option in the pop-up.
Enter the text to be displayed as a link in the email.
Enter the Email address to which the respondents can send an email upon clicking the link.
You can enter the Email subject to be prefilled upon clicking the link.
For example, a user can get in touch with the support team for any queries related to the product by clicking Contact Zylker Support. They will be directed to draft an email with the To address and the Subject prefilled.
You can make your respondents fill out another form as the next step by adding the form's link in your email notification. You can also populate values from the current form to the redirected form and simplify the form filling process for your respondents.
Enter the text to be displayed as a link in the email.
Search for the form that you wish to redirect your respondents to fill under Form Name.
Enter the text to be displayed as a link in the email.
You can configure form rules to trigger email notifications when certain conditions are met. You can set up workflows and send different emails based on form responses this way.
You can use this option to:
To send emails based on conditional workflows, configure Form Rules under the Rules tab and select the Send Email action.
Learn more about configuring the conditional email workflow option.
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