![]() ![]() ![]() Name each action and configure it appropriately.Add one email action for each department.Click the Emails and Actions tab in the form builder.First, you’ll want one email action for each person or department that may need to be notified: Setting up an email to fire out when the form is submitted is as simple as adding an email action to your form. Step 2: Setting up conditional email notifications to be sent to specific people or departments Now that we have a form set up let’s look at creating conditional email notifications for it. These are called dynamic fields, and you can learn how to set them up at that link! You can set your form up to hide extra fields initially and show them only when they become relevant based on your users’ choices.įor example, if you have multiple products that a user may need support with, you can display a list of those products if and only if the user clicks the Support option from the list. If you require something more complex, the form doesn’t have to look more complex (and more intimidating) to the user on first contact. We’ll use the Ninja Forms prebuilt General Enquiry form template as an example below.Īs you can see, it simply asks the user their occupation, the reason for the inquiry, and the best time to call them back to respond to their inquiry. Step 1: Build out a single, smart form to learn what users needĭepending on what YOU need, this form may be considerably more or less complex. Our free Ninja Forms core plugin ( download here ).Let’s begin by examining the necessary tools. The process involves just two steps: creating a single form to collect user information and configuring the form to send conditional emails to the appropriate department based on user needs. So let’s get started! How to Create a Smart Form for Sending Conditional Emails to Individuals and Departments Setting up conditional email is a breeze, and we’ll guide you through the process in no time. By guiding users with targeted questions, you can quickly identify their needs and connect them to the appropriate contact. Smart forms with conditional email simplify the process. Traditional methods like assigning someone to monitor communications or listing contact information on your website can be unproductive and confusing. However, creating an effective notification system can be a challenge. In any organization, connecting customers and users to the right experts is crucial. Struggling with sending timely notifications to the right people? Conditional email and smart forms are your solutions for efficient communication and faster responses. ![]()
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