Send personalised e-mails after filling in a form

Technical Q&A
1

Hello,

I’ve set up a warranty extension form in which the person will have to fill in several details (basic information + e-mail address + a reference to be selected from a drop-down list + the date of purchase). I’d like to set up an e-mail that will automatically be sent to the address indicated in the form. This e-mail would include the person’s name (Dear X, …), a bit of text to put it in context, then quote the reference, and finally say that the guarantee will be valid until purchase date + 2 years.

How am I supposed to do this? I’ve used the PageFly extension but I can’t figure out how to include the information from the form in the e-mail.

Kind regards

2

Contact forms send information TO YOU, not the customer, unless a form tool specifically says other wise (send email to customer).

Transactional email is almost always a separate system if some tool even has it as a feature.

The actual data tracking for business contracts like warranty extensions should exist somewhere such as in the metafields for a customer(s) or order(s), it should not live inside ephemeral things like contact forms and email.

You will need to something like :

  • an external email system that takes in the email the form sends to you and creates/fills in an email template that autosends it to that customer
  • or a form builder app that specifically lists sending emails to customers as a feature preferably in some way that stores the data on shopify as well
  • or build a process from automation tools that offer transactional email. Such as mechanic or mesa. , Mechanic example https://tasks.mechanic.dev/tutorial-trigger-a-task-from-a-contact-form-using-webhooks , Mesa email doc

If shopify-flow ever adds a contact-created type of action this process may be simplified by then using a email app that has a flow-connector.

3

Dear,

Thank you for your answer. I will explore the different possibilities you explained to me.

For information, we can’t just add automatic warranty extension when there is a purchase because we sell our products in a lot of physical POS. Those POS are not related to our website so we will ask them to tell people to go to our website and to fill the form.

Kind regards

4

Another method would be an automatic PDF with adaptative text inside, this PDF could be downloaded directly after the submit step. Is there any app for this kind of things? Or is it a custom development too?

5

There are apps for pdf downloads. Meanwhile document assembly , or document generation can be very different things.

If by adaptive text, you mean variables or dynamic text e.g inserting the current customers name, inside a pdf template you might want to look for pdf services that also have shopify integrations. Doubly so if the customer is expect to put a signature on the pdf.

Automation apps like mechanic can generate and either add the file to shopify to the files admin or add it to a customer metafield, or email the customer the pdf.

https://tasks.mechanic.dev/demonstration-generate-a-file-and-upload-to-shopify

https://learn.mechanic.dev/core/actions/file-generators/pdf

(they now use the pdfcrowd.com api to generate the pdf from html)

PDF Theme customizations

Though if the PDF is the same for ever customer , a static file, that’s just file download handle with a bit of liquid and html calling the CDN url of the file in your files admin.

>download PDF

Though you want to change the download value so the file name probably to include the current date, end date, customer name, and company name, or some such.

If the file is dynamic such as inserting the customers name , that can be done on the frontend with theme-customizations using a javascript library that generates pdfs in the browser using html or images.

Going a bit further to bookend the a frontend generation use an upload-app, or form-app, or metafields-form app like helium-devs custmr app, or mechanic app, to then upload that generated pdf into the customer metafields in to be findable on that customer in the admin by staff.

If you need that type of PDF generation with automation apps or a frontend PDF theme customization contact me directly by mail for services.
Please always provide context, examples: store url, theme name, post url(s) , or any further detail.
Contact Info in signature.

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