Send different emails based on form responses
By inserting variables in your email you can create dynamic emails based on form responses. Just think of:
- Triggering emails to different email addresses based on the form responses (e.g. send an email to the sales or HR team depending on the contact form response)
- Create dynamic emails by inserting variables in the subject or email body (e.g. sending the result of a quiz or test with a customized message based on the score)
How it works
There are 3 types of form blocks that can be inserted into the recipient email address field, subject, or email body of your email:
- Input fields (e.g. email, name)
- Hidden fields (e.g. traffic source)
- Calculated fields (e.g. score of a test or quiz)
Send emails to different email addresses based on form responses
Let's say you would like to send an email to the sales, marketing, or HR team depending on a response to your Tally contact form.
- Create a contact form and insert a calculated field. Name it (Recipient email), choose
textas value, and enter an email address as default value (hello@acme.inc).
- Insert
conditional logicand define when your respondent chooses Sales as the question topic, then assign the text sales@acme.inc to your calculated field (Recipient Email).
- Repeat the same conditional logic for the dropdown options Marketing and Sales.
- Go to form settings, switch on Self email notifications, and type
@to insert the calculated field Recipient Email.
- Add a subject and insert the dropdown field Topic of your question. When the respondent chooses Sales from the dropdown the subject will be: New contact form response for team sales
- Insert input fields as you like to customize the email body
The email notification will look like this when the respondent selects Sales.
Create dynamic emails by inserting variables in the subject or body
In the case of a quiz or a test, you might want to send a customized email based on the score or result of the respondent. Here's how it works:
Create a quiz or get started with this template. Make sure you insert a calculated field to calculate the score of your quiz (as shown in the logic in the template) and an email input field to send the results to the recipient.
- Insert another calculated field and name it (Quiz result). Choose
textas value and enter a message as default value (Congratulations!).
- Insert conditional logic and define when the score is lower than 15 (out of 30 in this example) than assign the text Bummer, try again.
- Go to form settings, switch on Respondent email notifications, and type
@to insert the email input field.
- Add a Reply to email address (optional)
- Add a subject
- Type
@to insert the calculated field Quiz message and Score.
This is what the respondent email will look like when the score is higher than 15.
