Sending form input to the customer as a copy

configuration mail templates

1 Beantwoorden

1440 Weergaven

BKG Agency bv, Kris Goris

In Odoo 18 Online, I created a standard contact form using the website builder. When a visitor submits the form, I receive an email at the predefined address with all the information they entered. I would like the visitor to also receive a copy of this email (meaning: a copy of the information they filled in on the website form).

How can I configure this?

Cybrosys Techno Solutions Pvt.Ltd

Hi,

1) Edit your contact form:

Go to your website contact page

Click Edit in the top-right

Click on the form to select it

In the right sidebar, find the Form section

2) Change the Action:

Under "Action," change from "Send an Email" to "Create an Opportunity"

You can edit each field, select the type to link to any field in lead/opportunity.

This will create a CRM lead/opportunity when the form is submitted

3) Enable Developer Mode

Go to Settings

Scroll to the bottom and click Activate the developer mode

4) Create an Email Template

Navigate to Settings > Technical > Email > Email Templates

Click Create

Configure the template:

Name: Something like "Contact Form Confirmation"

Applies to: Select Lead

Settings -> To (Emails): Use ${object.email_from} and other mails you want

Subject: For example, "Thank you for contacting us!"

Body: Create your confirmation message. You can include the information they submitted using variables like:(just use the field name after object.)

${object.name} - Subject/name of the lead

5) Create an Automated Action

Go to Settings > Technical > Automation > Automated Actions

Click Create

Configure the automation:

Action Name: "Send confirmation to contact form visitor"

Model: Select Lead

Trigger: Select On Creation

Apply on: Leave empty or add a domain filter if you want this to apply only to web form submissions (this is optional)

Action To Do: Select Send Email

Email Template: Select the template you created in Step 4

Hope it helps

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