How to prefill my Autoresponder Email template with value from my form fields?

  • Southport_SLSC
    Asked on April 2, 2025 at 9:54 PM

    Hi there,

    I am creating a voting form and want to include the 'Nominator's' data in the form sent to the 'Seconder.'

    I'm unsure which tag to use to link the data in the Seconder email.

    Here is the Jotform link https://form.jotform.com/250858713906061

    Can you help please?

    Regards,

    Diana


  • Raymond JotForm Support
    Replied on April 3, 2025 at 7:08 AM

    Hi Diana,

    Thanks for reaching out to Jotform Support. Note that data is not hosted by Autoresponder Emails, but by the form. We can insert the values of the NOMINATOR NAME: and NOMINATOR EMAIL: fields to the second autoresponder emails by using the Form Field button. Let me show you how:

    1. In Form Builder, click on the Settings tab on the orange navigational bar at the top.
    2. Next, click on Emails on the left side panel.
    3. Hover your mouse over your Seconder Signature Autoresponder Email, and click on the Pen icon over it.
      How to prefill my Autoresponder Email template with value from my form fields? Image 1 Screenshot 30
    4. In the Email Content box, click on the Form Field button and select Nominator Name and Email to add their values to your email content.
    5. Click on the Save button and that's it. How to prefill my Autoresponder Email template with value from my form fields? Image 2 Screenshot 41

    If that doesn't quite solve what you're trying to do, can you explain a bit more about the flow you're trying to create so we can provide you with the relevant solution? Sharing with us an example of how your flow would work will help us understand and help you better.

    Give it a try and let us know if you need any help.

  • Southport_SLSC
    Replied on April 3, 2025 at 7:42 PM

    Hi there,

    The workflow I'm trying to create is:

    • The Nominator completes and submits the form, and proposes the Seconder;
    • The Seconder receives an email with the form link, to complete 'Seconder to Complete' section (only);
    • When the Seconder opens the form, the Nominators details are already pre-filled and the Seconder only has to complete their details, sign and submit the form.

    I hope this makes sense.

    Regards,

    Diana

  • Lara JotForm Support
    Replied on April 4, 2025 at 3:13 AM

    Hi Diana,

    To achieve this, you can add a hidden field which will only display if it's access using the edit link, so the seconder can only see that field, then set up the Change Email Recipient condition, which lets you select which email and recipient will be used based on the conditions you set. I'll show you how to do that:

    First, let’s hide the fields for your seconder:

    1. In your Form Builder, select all the fields under the second section.
    2. Then, right-click on any of the selected fields and click Hide.

    How to prefill my Autoresponder Email template with value from my form fields? Image 1 Screenshot 70 Next, let's add a Get Form Page URL widget

    1. In your Form Builder, click on the Add Element button from the left part of your screen.
    2. Under Widgets, look for Get Form Page URL and drag it to your form.

    How to prefill my Autoresponder Email template with value from my form fields? Image 2 Screenshot 81 Now, let's set up the condition to only display the fields if the form is accessed through edit link:

    1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

    2. Click on Conditions on the left of the page.

    3. Now, click on Add a New Condition and then click on Show/Hide Field.

    How Can I Allow My User to Fill Part of My Form, Leave the Rest for the Approver, and Send the Completed Form Back to the User? Image 2 Screenshot 91 Screenshot 924. Set the conditions like you see below:

    How to prefill my Autoresponder Email template with value from my form fields? Image 3 Screenshot 103In your Seconder Autoresponder email, you can add a message with a link that allows the recipient to edit their submission and fill out their fields. Here’s how:

    1. In your Email Content, highlight the text you want to hyperlink with the edit link.
    2. Click the chain icon in the toolbar and paste the edit link ID in the URL field.
    3. Click OK.
    4. Under the Advanced tab, make sure When a submission is received is selected for the Send Email Automatically option. Click Save.

    How to prefill my Autoresponder Email template with value from my form fields? Image 4 Screenshot 114 Lastly, let's set up a Change Email Recipient feature in Jotform, which lets you select which email will be used based on the conditions you set. I'll show you how to do that:

    1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

    2. In the menu that opens on the left side of the page, click on Conditions.

    3. Under the New Condition section, click on Change Email Recipient.

     How to prefill my Autoresponder Email template with value from my form fields? Image 5 Screenshot 125

    4. Set up the conditions as you see below and click on Save:

    How to prefill my Autoresponder Email template with value from my form fields? Image 6 Screenshot 136You can either manually enter the desired email address or use the Unique Name of the email field you created, so the form filler’s email address is captured automatically.

    Reach out again if there’s anything else we can help you with.

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