How to set up automated Emails for WordPress forms
An automated email is a message sent to the user without manual intervention. Automated Emails for WordPress forms strengthens the admin-user relationship. Users feel connected to your brand.
Enabling this feature will send emails as per specified criteria to users registered through the specific form. However, automated emails for WordPress forms have potential to convert your manual workflow post form submission to a completely automated workflow.
Navigating to the Automation page
Go to “Automation” from the RegistrationMagic plugin on your WordPress dashboard.
The “Automation” page allows you to create a new task.
Elements present in the “Task Settings” page
Clicking on “New Task” opens a “Task Settings” page. Assign “Task Name” as New Task. Make sure this name is unique.
Fill the description if required. “Setting up Automated Emails” is the task description in our example.
Click “Next” to navigate to the next page. Here you can select one rule or multiple rules triggering the automated emails.
The “User Account Rule” lets you select users according to the state of the account.
“Submission Range” defines the parameters for submission. You can specify the time post which submissions elapse. “Field value Rule” chooses submissions based on the field values on your form.
The “Payment processor rule” allows you to select one gateway from several payment gateways. The users with the selected gateway will be eligible to receive automated emails.
“Payment status rule” select users according to their payment status. Payment statuses can be pending or paid.
Click “Next” and go to the last page. This is the page used for setting up automated emails in WordPress.
The “User Account Action” field gives you four choices. These include account activation, deletion, and deactivation. You can also choose to do nothing.
Your selection will affect the user account when the automation rule is triggered.
Setting up Automated Emails in WordPress
The “Send Email” field is the main setting to automate emails.
Checking the checkbox sends automated emails to user accounts that fit the selection criteria in step 2.
Input the content for the subject line of the email.
Fill the “Body” section with HTML codes and content. You can also insert field values by choosing a field from the “Select a Field” drop-down. These are the fields to which the automation rule is applied to. You can also add images and videos to the email content.
Click on “Save”.
A “New Task” is created on the “Automation” page. Click on “Run Now” to activate the task.
Click “Edit” if you’re looking to make further changes.
This completes the setup of automation email. However, you can apply multiple rules and setup as many automated emails as you like, as per your need.
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