💡 What are automatic emails?
Automatic emails are messages sent to contacts after interacting with your survey or an action. You can trigger these emails based on responses, such as after completing a survey, assigning a task (e.g., contact again, invite to an event), or updating their support level.
The email is sent only if the contact has provided (with consent) an email address!
🔍 Why use automatic emails?
Share additional info based on their responses (e.g., a link to an article or event registration).
Personalize your communication with supporters.
Thank contacts for completing your survey.
⚙️ How to set up automatic emails
To set up automatic emails, go to the Qomon web platform and follow these steps:
Write the email template 📝
Go to Space Settings > Communications > Automatic emails and write your subject, header, and footer of your email (including legal and opt-out info). Don’t forget to save your template! 💾
Activate automatic emails on responses 🖇
You can trigger automatic emails based on survey response, support level, or task:On a survey response: Go to Survey > click the ✉️ icon next to the answer to which you want to attach an email.
On a support level: Go to Settings > Contacts / CRM > Support Levels and click the ✉️ icon next to the status.
On a task: Go to Settings > Contacts / CRM > Task channels and click the ✉️ icon next to the task.
Once you click the ✉️ icon, a pop-up will allow you to write the message linked to that response, with a preview of how the email will look.
👋 Important notes
Contact Emails: To trigger automatic emails, a contact’s email must be provided in the Qomon app.
Sender’s Address: You can customize the sender's email address and specify a different one for replies.
Reply Options: By default, automatic emails are sent from a "noreply" address, but you can adjust this to allow replies.
Types of Responses: Automatic emails can be linked to Checkbox and Single Response questions.
Unsubscribing: Contacts can opt out of automatic emails at any time via the footer in the email.