Select and send standard infos to customers

[flip3]

Hello,

I have the following case:
- Users can book travel products on my website.
- I created a standard email template with placeholders to send the customer his travel information.
- Often hotel / arrival information repeats and I don't want to re-enter the same information for each submission. Right now I created extra fields to the form where I enter the information for each submission.

Is there a possibility to just select from a drop-down within the view for each submission the hotel and this selection is connected to a set of fields like hotel name, address, phone, google maps link, etc. and then use these placeholders in the standard email template which I can send to the customer?

I hope it's more or less clear what I want to do ;-)

Thanks,

Philip

[flip3]

Hello,

I have two more things regarding the email templates:

1.) I would like to use personalized signatures with name, title, phone, skype and email of the user who sends the email. Is there a chance to use placeholders from the client section to do this and even from additional fields when you use the client field extension? I already read this post but it's one year old (maybe something changed or you have a tip how to solve it; it would be also ok to select from a dropdown the client's name and then the placeholders shall be filled):
http://forums.formtools.org/archive/inde...-1439.html

2.) I would like to set an owner for each submission. Is it possible to have a field in the form which allows you to select a client to assign a submission to a particular client? It should just be a reference and wouldn't implicate any access rights, etc.

Thanks once again,

Philip

[Joe]

Hello,

I have the following case:
- Users can book travel products on my website.
- I created a standard email template with placeholders to send the customer his travel information.
- Often hotel / arrival information repeats and I don't want to re-enter the same information for each submission. Right now I created extra fields to the form where I enter the information for each submission.

Is there a possibility to just select from a drop-down within the view for each submission the hotel and this selection is connected to a set of fields like hotel name, address, phone, google maps link, etc. and then use these placeholders in the standard email template which I can send to the customer?

I hope it's more or less clear what I want to do ;-)

Thanks,

Philip

I'm not sure if this is exactly what you need but this might help. In the email section you can choose:

- Select the email you created with the predefined field
- Configuration
- Advanced Settings
- Include option to send this email from Edit Submission page
- select "Yes, for specific views"
- Choose the view you want to assign it to

When you go back to your submissions you will see a drop down with emails you created.

[Joe]

Hello,

I have two more things regarding the email templates:

1.) I would like to use personalized signatures with name, title, phone, skype and email of the user who sends the email. Is there a chance to use placeholders from the client section to do this and even from additional fields when you use the client field extension? I already read this post but it's one year old (maybe something changed or you have a tip how to solve it; it would be also ok to select from a dropdown the client's name and then the placeholders shall be filled):
http://forums.formtools.org/archive/inde...-1439.html

2.) I would like to set an owner for each submission. Is it possible to have a field in the form which allows you to select a client to assign a submission to a particular client? It should just be a reference and wouldn't implicate any access rights, etc.

Thanks once again,

Philip

Philip,

1) At the time there is no way to create a signature that is associated with a specific client.

2) You should be able to do this with setting up a default ID and mapping a client ID to a view. See this post for more details: http://forums.formtools.org/showthread.php?tid=2248

[flip3]

Thank you!