How to Send SmartForm Output as Email: A Step-by-Step Guide

Are you tired of manually sending out forms from your organization?

Look no further than SmartForm, a powerful tool for creating and managing forms online. With SmartForm, you can easily create and share forms with others, making it easy to collect information from customers, employees, or anyone else who needs to fill out a form.

But what if you want to send the output of your forms as an email?

That’s where things get interesting. In this article, we will walk you through the steps to send SmartForm output as email, so you can keep your workflow streamlined and efficient.

Step 1: Create a SmartForm

The first step is to create a SmartForm that you want to send as an email. SmartForm makes it easy to design forms from scratch or upload your own form files. You can choose from a variety of templates, customize the fields and questions to fit your needs, and add any logic or validation rules you need to ensure the form is accurate and reliable.

Step 2: Integrate with Email Platforms

Once you have created your SmartForm, you will need to integrate it with an email platform. There are many email platforms available, such as Gmail, Outlook, and Exchange Online, that can be integrated with SmartForm. You can also use third-party integrations like Zapier or Integromat to connect SmartForm with your preferred email platform.

Step 3: Set up Email Templates

Once you have integrated SmartForm with your email platform, you will need to set up email templates. These templates will be used to send the output of your forms as emails. You can create multiple email templates for different types of forms, or use a single template for all forms. The templates should include any necessary information, such as the recipient’s name and the form data.

Step 4: Configure Email Triggers

SmartForm allows you to set up email triggers that will automatically send the output of your forms as emails. You can configure these triggers based on specific events, such as when a new form submission is received or when a form is completed. Once you have configured the trigger, SmartForm will automatically send an email with the form data to the recipient.

Step 5: Test and Optimize

Finally, it’s important to test and optimize your email templates and triggers to ensure that they are working as intended. You can use A/B testing to compare different email templates and triggers and see which ones are most effective at getting the desired response. You can also monitor your email open rates and click-through rates to see if there are any areas for improvement.

In conclusion, sending SmartForm output as email is a quick and efficient way to streamline your workflow and keep your organization running smoothly. By following these simple steps, you can easily create and send forms as emails, making it easy to collect information from customers, employees, or anyone else who needs to fill out a form.

So why wait?

Get started with SmartForm today and see the difference it can make for your organization.