Beyond Basic Email Notifications
Go beyond basic email notifications in your WordPress forms. Enable email routing using conditional logic WordPress form email notifications.
You're busy. Your employees are busy. Your customers are busy. Getting forms to the right department is vital to respecting everyone’s valuable time.
By setting up proper email routing, you ensure the customer's message reaches the right person instantly without one (or more!) employee(s) manually sorting through and routing emails.
Admit it. We've all done it at one point. Named that person or persons whose job it is to triage all inbound website communications. With Formidable Pro's conditional logic email notifications, you still may need one person to handle uncategorized or miscellaneous inquiries. However, the triaging will be handled from within your form.
For example, let’s say you are creating a form for an auto dealership website where someone is inquiring about leasing a specific type of vehicle. Website form inquiries can be routed to the correct salesperson by the type of vehicle they want to lease. Or you could base the routing on whether the customer needs sales, service, or finance.
What you need here goes beyond basic email notifications. For a step-by-step tutorial on how to set up email notifications, click here.
Basic email notifications are typically set up only to go to all recipients each time the form is submitted, regardless of form responses. Thus the one or more employees on the other side sorting and forwarding emails to the appropriate person or department.
Learn more: How to create a to-do list in WordPress!
Conditional Logic WordPress Form Email Notifications
Inside of Formidable Pro there is a nifty little feature that allows you to set up unlimited automated email routing based on conditional logic. This is in addition to (or instead of) basic email notifications to the website administrator and others.
Formidable Pro's conditional logic for WordPress form email notifications feature gives you the ability to route emails based upon form responses. This feature can help you tailor your sales and customer service processes (as well as any other department's processes) seamlessly, based upon how customers or prospective customers self-identify on forms.
How to Set Up Email Routing
Email routing is simple to set up. Simply use the "Conditional Logic" setting of "Email Notification" in the "Form Actions" setting of your form. Tie in your conditional logic to responses in one or more key fields of your form.
Read more: How to send emails to dynamic recipients
Start Routing Email Now
Save your company time and money while increasing customer satisfaction. Let Formidable Pro do the legwork for you. The routing legwork, anyway. Upgrade to the pro version today to get the benefits of increased efficiency and productivity through email routing.