When a user fills out a form, we have the option to send an automatic receipt. To make this experience more relevant and professional, you can now personalize the receipt by merging information from both the form and the specific course team into the email.
What does it look like in practice?
All lines marked with a red square in the image below are merged based on the responses from the form or data from the system. Some of it is based on the information entered by the student himself (f.eks. name and phone number), while the rest is drawn directly from the team to which the form belongs.
Step 1: Configuration in Cloud
First you need to prepare your form. Under the settings there are a few points that need to be activated:
- Go to Settings.
- Enable “Send data to email”.
- (Optional) If you want a copy of the receipt to always be sent to a specific administrator, add the email address under “Recipients”.
Step 2: Creating Fields
The next step is to create the fields that will collect data.
Here you have the option to pull data directly from the course (f.eks. course name). If this data is to be retrieved automatically, it is done as follows:
Here we have the option to pull down some data from the course, for example the course name.
If you want to download this data, do the following:
In this example, we use a field of type Singleline text. There are three steps in the setup:
- Select the “Environment Variables” tab.
- Under “Environment variable value” select “Post data”.
- In the “Query string or post data parameter” field, insert the desired variable, f.eks. supplyName.
Tip: If you do not want the user to see this data in the form itself, but only want to use it in the receipt email, the field can be set to “Hidden field”.
Step 3: Merge the replies into the mail
The final step is to merge the collected responses into the actual text of the receipt email.
- Copy the header/question from the field (in this example we use “Name”).
- Go to Settings and find the box for the text of the receipt email. Here you insert the merge code by typing the name inside “tuborg-klammer”: {Name}.
Now the value entered by the user will be automatically subtracted into the mail. This can be done with all fields in the form.
Remember: To send a receipt, your form must contain a field that is validated as an email. That way, the system knows which address the receipt should be sent to.
Remember, if you want to send a receipt you must have a field that is validated as email, that way the system knows that it must send to the value in this field.
What Post data is available?
Below is a list of the data that can be drawn into a form. Some are standard, while others require the activation of additional modules.
Default Fields (Does not require activation)
• Offer Name: Course Name
• CourseGuid: Course ID in MCB.Cloud
• CourseInstanceGuid: Team ID in MCB.Cloud
• Type of teaching: Type of teaching
• LoebendeRecord: Continuous Recording (Displayed as: “Yes”/“No”)
• Start Date: Start date of the team
• End Date: End date for the team
• Quickie number: Team's quickie number
Extra Data Fields (Requires Activation)
• ContactInfo: Contact person on holder
• LocationInfo: Location of holder
• TimeInfo: Teaching time (e.g. 8am-4pm)
• description: Team description
• PriceInfo: Prices on hold (NOTE: Is hidden if the “Hide prices by continuous recording” feature is enabled)
• AMUPeriods: Start and end dates of AMU courses incl. subject name