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Want to send customised email based on Jotform survey responses

  • Apr 12, 2024 11:47 PM UTC
  • 3 replies
  • 165 views

Hi Zapier community,

The outcome I am looking for is to send a customised email to survey responders, based on their responses to questions.

Background

  • I have a Jotform survey with 10 questions
  • Each question has 4 single-choice answers (A thru D)
  • Each answer has a unique response available; example -
    • Q1, answer A = <custom text 1>
    • Q1, answer B = <custom text 2>
    • And so on for each of the 10 questions (so, 40 possible custom text responses)
  • When a user submits a response to the survey questions, I want to collate the answers + custom responses; example
    • Q1 answer A + the custom text for A
    • Q2 answer B + the custom text for B
    • Q3 answer A + the custom text for A
    • etc for all 10 questions
  • Collate and send this in a Mailchimp campaign to the responder

is this possible? I’ve tried using Paths and Filters but I get stuck in collating the texts that need to be sent. The logic built into Jotform doesn’t seem to allow for this either.

Any help or guidance appreciated :)

Best answer by Troy Tessalone

Hi @Alice-LS 

For the lookup logic try using a lookup table:

 

Example, you could perform 1 lookup per question to get each of the desired Question responses.

 

There are more advanced ways to do this with APIs and Code to lessen the number of Zap steps.

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • Apr 13, 2024 1:58 AM UTC

Hi @Alice-LS 

For the lookup logic try using a lookup table:

 

Example, you could perform 1 lookup per question to get each of the desired Question responses.

 

There are more advanced ways to do this with APIs and Code to lessen the number of Zap steps.


  • Author
  • Beginner
  • Apr 13, 2024 9:10 PM UTC

Thank you @Troy Tessalone - the Lookup Tables worked really well! I can get it to return the correct text based on looking up the question + answer combo. So good 😀

 

Now I need to figure out how to get this text into Mailchimp, which seems harder...I can’t see a way of doing this. So if anyone has any ideas, please point me in the right direction… 🤔


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Apr 13, 2024 9:30 PM UTC

@Alice-LS 

Try creating custom MERGE fields in Mailchimp.

https://mailchimp.com/help/getting-started-with-merge-tags/