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.
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.
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 include a PDF copy of form submission as an attachment in the email, select Attach form submission as a PDF. Learn more
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Make the most of Zoho CRM with these useful tips.