Immediate Form response trigger
complete
P
Peaceful Crane
When a form has been submitted, I'd like this to be. trigger so I can send an email to whoever submitted the form, thanking them for their information. This is ideal for the inquiry process when you don't know when a client is going to submit a form, but when they do (and it creates a trip) you can respond to them immediately with details on when they will hear from you next.
Jade Pathe
complete
https://help.tern.travel/en/articles/10514376-trigger-an-automation-to-send-immediately
R
Reduced Giraffe
Jade Pathe - So I'm trying to achieve the same thing of sending an email confirmation only when a trip inquiry form is submitted (because it specifically refers to the inquiry). If I use the Event Trigger of Trip created, if I manually create a trip where maybe I'm working with an existing client, the automation sends that email because the trigger is the trip being created for the existing client. Is there some other way that I'm not thinking of to where this particular "confirmation" email won't send to manually created trips?
Jade Pathe
Reduced Giraffe Hi Hector, we actually don’t send an email for the “Trip Created” trigger when trips are created manually, since contacts aren’t added at that stage. So i think this should work how you are expecting but please let me know if it does not!
Canny AI
Merged in a post:
Form Request
R
Rose quartz Bee
Is there a way to send an email immediately after completing a form? I noticed it only allows to send at time intervals. I'm hoping to link a concierge confirmation email to my concierge request form, so they receive a confirmation.
David Shull
in progress
T
Tangelo Canidae
David Shull I have never been SO EXCITED to see a status update :)
I
Incarnadine Lungfish
Absolutely. This would also be a great time to let client know to whitelist our e-mail so they get our communications for those of us having deliverability issues due to spam. thanks!
Canny AI
Merged in a post:
Send a confirmation email to the client when they fill out a form
L
Lemon glacier Tapir
It would be great for the traveler/client to get a notification email when they fill out a form, in addition to the advisor.
X
Xenon grey Iguana
this definitely needs to be available - it's one of the reasons we wanted to use a CRM so disappointing that we didn't realize this before.
W
Wenge Tyrannosaurus
Form completion trigger is necessary for many reasons!
D
Damask Sheep
I agree
Z
Zinc grey Marten
YES with customizable message please. And an ability for them to edit their response.
F
Fern green Lizard
Yes, with a customizable message!
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