How to set up dynamic or conditional notification emails?
Question:
How to set up dynamic or conditional notification emails?
Answer:
You may want to send the notification email of your form to a different email address depending on a value of one of your fields. For example a feedback form may have a dropdown for selecting the department it's targeted to and you may want to have the notification email go specifically to that department.
This is not currently a built-in feature but there is an easy workaround.
We will use the feedback example to demonstrate how this workaround can be setup.
Let's assume you have a lookup table with the list of your departments and their email addresses:
Table: Lookup_Departments
Department Email ------------------------------------------- Sales Department sales@company.com Support Department support@company.com Billing billing@company.com
The easiest way is to setup a dropdown on your form and select this lookup table as its data source. The Department field will be used for "Display" and the Email field for "Value" when setting up the dropdown.
Then set up the Acknowledgment Email based on the dropdown field. Note that for this workaround to work you must be using the Acknowledgement Email feature and not the Notification Email feature but the result is that the email will go to the email address belonging to the selected department.
The downside of this method is that the email address is what's stored in your table. If this is an issue use the method below which requires a few more steps but achieves the desired result.
In this alternative method use a dropdown for departments and a cascading dropdown to pull up the associated email. See how to set up a cascading dropdown.
Now you can set the Acknowledgment Email to be sent to the "email" field. You can hide the email field by following these steps.
Neither of these solutions can be used if you are already using the acknowledgement email for another purpose.
Alternatively, our customization team can work with you to setup complex behind-the-scenes emails. Please contact your account manager for consultation.