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. 




      • 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 #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

      • 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

        • Recent Topics

        • Function #51: Transaction Level Profitability for Quotes

          Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setup

        • New feature: Invite additional guests for your bookings

          Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

        • Improved Contact Sync flow in Google Integration with Zoho CRM

          Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

        • الخصم على مستوى فاتورة المبيعات

          السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

        • VAT and Taxes option not available

          Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

        • Direct Feed (Bank)

          Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

        • Sales Order, Invoice and Payment numbers

          Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

        • Customer Satisfaction (CSAT) Report

          From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

        • Timeline Tracking Support for records updates via module import and bulk write api

          Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

        • Shifts in Zoho People vs Zoho Shifts?

          Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

        • Disable fields in During action in Blueprint?

          Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

        • Develop and publish a Zoho Recruit extension on the marketplace

          Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • Allow Managers to Create Shifts for Their Departments in Zoho People

          Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

        • Zoho Learn and Zoho CRM integration

          I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

        • Maintain steady traffic to your domain: How Domain Aliasing helps

          Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:

        • Why Sharing Rules do Not support relative date comparison???

          I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

        • Workflow rule only allows 10 workflow per module

          Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,

        • IF Statement in Zoho CRM Formula Field

          Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

        • CRM Percent custom fields: When will it show the % symbol and behave like %?

          1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data

        • Editing the Ticket Properties column

          This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

        • "Total Hours" on Employee Attendance Report

          I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

        • Fixed assets in Zoho One?

          Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

        • Integration with...

          Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

        • Adding Markdown text using Zoho Desk API into the Knowledge Base

          Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

        • Create case via email

          Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

        • Need a Universal Search Option in Zohobooks

          Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

        • Locked Notebook

          Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

        • Hide fields only for creation

          Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

        • Issues with Zoho Sheet in Mac

          I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

        • Weekly Sales Summary

          Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

        • OpenAPI Specs are just plain wrong

          The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

        • Add Account column to Invoice screen

          Please show the account column on Invoice creation screen. It is an unnecessary step to have to click add additional info and then select the account for line item. Example : on the bill creation screen when entering description we can easily code it against an account. On the invoice screen it requires additional click. Adding the column on the Invoice screen will make it faster to enter transactions. We currently have 5-6 different accounts that we code line items against, You can imagine the extra

        • Custom Footer – Zoho Writer Document

          Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

        • Report grouping

          I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

        • Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

          For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

        • Error code 1000

          Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,

        • VAT rates - exempt and out of scope

          Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

        • Next Page