Hi Everyone,
Do you guys know whether it is possible to add an attachment to the email respondent will receive?
Thank you in advance,
Sonja
Best answer by James
View original
Page 1 / 2
Userlevel 7
+5
Hi
Our notification emails are plain-text, so while it isn’t possible to add an attachment there are two workarounds:
- Add the file to a service such as Dropbox or Google Drive, and then add that link into the notification email. (Though do note that the URL won’t hyperlink.)
- Use Zapier to send the email through your email service provider instead. You can learn more about this workaround here.
I hope this helps!
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
1 February 2021
the Document Studio add-in has a ‘workaround’ to be able to add attachments - just has to be a Merge doc (Google docs) into which you can add data from the form submission (or not) and generate a pdf to send to the user as an attachment to the email. (see the Typeform Help document on creating event badges - the add-in is mentioned there)
I am using it in several Typeforms at the moment.
Userlevel 7
+5
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
1 February 2021
I am in the process of putting together some training/bootcamp on dealing with identifying and fixing the root causes of poor data quality. The typeform above asks for the respondent to answer basically two questions and then asks for their email address to be kept informed of the training, when available, and i toss in an ‘ethical bribe’ of the summary report of the responses to date, so that they get something that might be of immediate value to them.
I chose not to create an incrementally update summary report at this time, which i would have done strictly by using backend processing in Google Sheets and created the merge doc in Google Docs for use by the Document Studio add-in.
What I did was create the summary report and put it into body of the Google Doc merge template - in this case a series of ppt slides of the output report as of mid-jan (I will be doing another update to the report tonight actually for the end of Jan data and updating that doc). This google doc has no merge fields in it, so there is no processing that has to happen on the file content, but the Document Studio add-in processes the file, converts to pdf and attaches it to the email that is created in the add-in to send back to the respondent. That gets the attachment out.
the other thing i tested out was uploading a file i wanted to share into a google drive folder and setting the permissions to ‘anyone who has the link’ and then embedding the link in the body of the email. This would work better if it was in Box/Dropbox than in Google drive (I am seeing some other posts on the forum about integrations with Dropbox and Zap to be able to make that work and i know that there is a Zap to Box as well)
This link is to another survey that i will be launching tomorrow/wed on linkedin - it is in final test with several folks today and it uses the same process of typeform to google sheet merge with google doc template and emailed to respondent using the Document Studio add-in. It is generated dynamically for the respondent with some backend processing on the google sheet. The parallel summary report to the one mentioned earlier, will be generated and made available to folks who want to pay for that particular report - available mid Feb.
I have a paid account at Document Studio to allow for estimated emails etc..
hope that helps.. if there is more…. please let me know
cheers
Userlevel 7
+5
Thanks for sharing!!
Userlevel 7
+5
I'm with
Genius use cases Des 
A while back we did similar thing using the Document and Gmail merge in Document Studio to make a tounge-in-cheek "Startup Goal Generator" which respondents receive automatically in the form of a Powerpoint presentation.
Basically, the person would fill out this typeform:
Then this would happen behind the scenes to create and send the presentation:
- Connected to Google Sheets to send answers to this sheet
- Created this template presentation in Google Slides, with the markers set to pipe in the answers to each field name:
- Set up the Document Merge in Google Document Studio to create a merged Powerpoint file from the Google Slide:
- Added email copy/subject, etc. in the Mail Merge with Gmail section and checked the option to "Include the Merged Document"
...and Robert's your Dad's brother.
One thing that was annoying was that the files don't get sent instantly. Either we had to manually go into Document Studio and "force" the merge - or set it to do it automatically every hour. But then obviously the respondent doesn't get sent it straight away -
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
2 February 2021
as for the delay to sending/instant send - it would be really nice to get the immediate send out of the tool but I have just resorted to saying - “the report will be in your inbox shortly/within an hour - check your inbox for the email from us shortly,… (or in the meantime, would you be interested in the following info..”)
some reports show up in minutes some in just under an hour, all depends on when they arrived in the back end during the ‘once per hour’ cycle
Userlevel 7
+5
Cheers 
And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
2 February 2021
Cheers And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
lol
Userlevel 1
Hi there,
I’d like to create an assessment.
The first question would have 4 choices, which would put the respondent down 1 of 4 branches.
Each branch has a set of 5 questions. We would tabulate the scores of 5 questions and put them into 1 of 3 categories for their branch.
So there are 12 possible outcomes (4 branches * 3 categories).
For each of the outcomes, I want to see a specific ‘report’ to the respondent.
We are using Marketo for our MAP..
- Is the scenario I described above easily possible?
- Would I have to trigger the report email to come from Marketo or could I do it from Typeform itself?
- If I need to use Marketo, is the Typeform-Zapier-Market integration pretty easy to use?
thanks,
David
Userlevel 7
+5
Hey 
I moved your question here so you can check the whole conversation for more context. I hope the workaround works for you! :) Let us know if it makes sense.
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
4 April 2021
Hi there,
I’d like to create an assessment.
The first question would have 4 choices, which would put the respondent down 1 of 4 branches.
Each branch has a set of 5 questions. We would tabulate the scores of 5 questions and put them into 1 of 3 categories for their branch.
So there are 12 possible outcomes (4 branches * 3 categories).
For each of the outcomes, I want to see a specific ‘report’ to the respondent.
We are using Marketo for our MAP..
- Is the scenario I described above easily possible?
- Would I have to trigger the report email to come from Marketo or could I do it from Typeform itself?
- If I need to use Marketo, is the Typeform-Zapier-Market integration pretty easy to use?
thanks,
David
cheers
des
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
4 April 2021
Cheers And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
I do think we could put together another thread on how to make all of this work with some of the use cases.. after Meaningful…
Happy weekend!
des
Userlevel 2
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
5 April 2021
keep us posted on progress..
des
Userlevel 7
+5
Cheers And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
I do think we could put together another thread on how to make all of this work with some of the use cases.. after Meaningful…
Happy weekend!
des
Haha yeah, that guy is normally pretty on the money!
I'm genuinely fascinated by what can be achieved with Typeform and Document Studio and it's awesome that you and
In the meantime I'll try to drum up some interest from Typeform folks.
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
6 April 2021
Cheers And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
I do think we could put together another thread on how to make all of this work with some of the use cases.. after Meaningful…
Happy weekend!
des
Haha yeah, that guy is normally pretty on the money!
I'm genuinely fascinated by what can be achieved with Typeform and Document Studio and it's awesome that you and
In the meantime I'll try to drum up some interest from Typeform folks.
now working on a current state-future state maturity assessment report that will assemble and include recommendations (high-level only) to the recipient.
my list of potential projects greatly outstrips the time available to do the work ..if only i won the lottery and could ‘typeform’ all day long lol..
des
Userlevel 2
Userlevel 7
+5
This is so cool!! Can’t wait to see what you all create with it. I’m also upvoting a Netflix miniseries for this but it better have the same high-quality costumes like Queen’s Gambit did. 
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
6 April 2021
This is so cool!! Can’t wait to see what you all create with it. I’m also upvoting a Netflix miniseries for this but it better have the same high-quality costumes like Queen’s Gambit did.
Tux and tails!
Userlevel 7
+5
Cheers And yes, you're right, the possibilities of what can be done with Typeform and Document Studio are endless (not literally). Maybe we could even put together a separate thread for sharing/brainstorming use cases. In fact, I wonder if you could run an entire business off Typeform, GSuite and GDS….
I do think we could put together another thread on how to make all of this work with some of the use cases.. after Meaningful…
Happy weekend!
des
Haha yeah, that guy is normally pretty on the money!
I'm genuinely fascinated by what can be achieved with Typeform and Document Studio and it's awesome that you and
In the meantime I'll try to drum up some interest from Typeform folks.
now working on a current state-future state maturity assessment report that will assemble and include recommendations (high-level only) to the recipient.
my list of potential projects greatly outstrips the time available to do the work ..if only i won the lottery and could ‘typeform’ all day long lol..
des
This is incredible 
How are you pulling in the global data? Is this done manually or pulled from Typeform somehow? Also, how does the industry data get pulled in dynamically? (feel free to wait until the grand premier to let us know). +1 to the costumes idea
Hi everyone :) first of all, thank you for the helpful insights here - they already helped us a lot! Now we want to do something kind of similar, but not exactly like the above and are struggeling on how to implement the logic. Here’s the scenario:
- A user fills in a typeform outcome quiz
- Based on the respective answers given, the user arrives at one of over 500 possible endings
- Each of these over 500 endings corresponds to a specific pdf report
- Based on the ending we want to prompt an automated email being sent to the user with the pre-written corresponding pdf
So in comparison to the above, the challenge for us is not so much that the details filled in by the user, e.g. name, age or a photo, should be transported to a google sheet, then to document studio and then be sent out again like e.g. an access pass to an event but much rather how each different ending of the outcome quiz triggers a different email & email attachment.
Now our questions are:
- Can we go the google document studio route with this as well?
- We tried make.com (formerly integromat) and Zapier, but it is too complicated to connect it to gmail (at least for us :))
- If we cannot go the google document studio route, do you know of any other ways to do this?
Thank you so much!
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
28 December 2023
you can set it up with a single email template if you want, and use lookups to pull in the specific email body text and a link to the appropriate file - this won’t attach the file to the email but it does put the link into it. If you had all the text for the individual reports in a lookup as well, you could push it all into an output template and have the pdf created on the fly as the email is also done.
if you are using an email service provider or CRM you should be able to set up a sequence/trigger based on the ending as well - even in something like Convertkit you can set up conditional automations where you route the user based on the ending (tag) and have that path send out a ‘canned email and attachment’
just some thoughts..
des
Awesome, thank you! In the meantime we are experimenting with the follow up feature. However it seems we cannot change the notifications@typeform.com sender email. Is there a way to customize this to one of our corporate emails? And then also, is there a limit to how many different triggers / follow ups we can issue? Thanks a lot!
Userlevel 7
+6
- Certified Partner & Champion
- 4779 replies
-
28 December 2023
des
Page 1 / 2
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.