Zoho Recruit | Auto Response for Webforms

Auto Response Rule for Webforms

The Auto Response rule feature enables you to send automated emails when candidates and contacts for the custom modules are generated through web forms. When candidates are generated through web forms, you may want to send relevant emails to the candidates with different types of requests. In such cases, you can create an auto response rule with specific rule criteria. When the condition is satisfied, the corresponding email will be sent. You can create numerous auto response rules but only one auto response rule can be active at a time.

Note
When the details gathered through the web form does not satisfy the Auto Response Rule criteria, then the email template (acknowledgment email) selected while creating the web form will be sent. See Also Web Forms - Email Notification 

Availability  

Profile Permission Required: Users with the permission to create web forms can access this feature.

Create Auto Response Rule  

To create auto response rules for web forms:

  1. Go to Setup > Careers Website > Webforms > Auto Response Rules.
  2. Select the module from the dropdown list.
  3. Click Create Rule. You will be able to create the auto response rule for the selected module.
  4. In the  Create Auto Response Rules for Web to [Module] page, do the following:
    • Enter the Rule Name.

    • Select the check box to activate the rule.
  5. Click Save.

Note:
Once the rule is created, you need to define the criteria (i.e. create rule entries) based on which the email template will be sent to the visitor who submits the web form.

Create Auto Response Rule Entry  

To create auto response rule entry

  1. Navigate to Setup > Careers Website > Webforms > Auto Response Rules.
  2. Click on the rule that you want to create the rule entry for.
  3. In the Auto Response Rules for Web to [Module] page, click Create Rule Entry.

  4. Do the following:
    • Specify the Rule Criteria.
    • Choose an Email Template from the dropdown list. If you do not have email templates created for the module, you can click the + Create Template link.
    • Enter the email addresses in the From and Reply to fields. Here, you can choose one of these options in the dropdown list:
      • your account email address
      • organization email address
      • email address of the record owner
      • other user's email address
  5. Click Save.

Note:
When the details gathered through the web form do not satisfy the Auto Response Rule criteria, the email template selected while creating the web form will be sent.


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