Email Notifications & Auto Responders  Custom Values In Forms & Surveys

Email Notifications & Auto Responders | Custom Values In Forms & Surveys

July 17, 20241 min read

When your customer fills out a form on your website, the email notification sent to your team can now include the customer's name, email, and other personalized details, streamlining follow-up processes.

Email Notifications & Auto Responders | Custom Values In Forms & Surveys: The new feature supports custom values in form and survey email notifications, allowing for more personalized and dynamic communication within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Personalization: Your business can now include custom fields and values in email notifications, tailoring messages to specific contacts.

  • Improved Efficiency: Automate email responses with personalized information, saving time on manual updates.

  • Increased Flexibility: Utilize dynamic fields in snapshots and email templates for a more customized user experience.

⭐️ How To Use Email Notifications & Auto Responders | Custom Values In Forms & Surveys:

  1. Access the “Sites” tab from the left navigation menu. Click on Forms/Surveys from the upper navigation menu and Create new or edit existing one.

  1. In the Builder, click on the bell icon and turn ON the Toggle Email Notification and now you can add the custom fields/values in the Reply-to-email field.

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  1. Similarly for the Auto Responder turn ON the toggle and add the Custom Field/value which you want and hit on save Button.

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The Extended Custom Values in Email Notifications feature enhances the CRM's personalization and automation capabilities, improving communication efficiency and user experience.

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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