Dynamic reply to

Last updated Feb 05 2019

A ‘reply to’ property allows you to specify an alternate address for replies to emails. The dynamic reply to takes a step forward and allows you to use an email address that is dynamically generated from Salesforce.
How does this work? Very simple. Follow the steps:

1- Create a new form from blank
2- Drag a textbox. Change its label to contact last name




3-

Drag a hidden field and change its name to email_address




4-

Move the submit button below the hidden field


5-

Go to ‘Properties’ panel > ‘Form’ tab > ‘Settings’ option > ‘Emails’ category

Turn on the ‘Dynamic reply to’ checkbox
A dropdown will open containing your hidden field - choose it.


6

Configure the Salesforce get integration:
Go to 'Properties' panel > ‘Form’ tab > ‘Settings’ option > ‘Salesforce Integration' > 'Get from Salesforce' > press on 'Map fields' button.
- Authenticate with salesforce
- Select an object: Contact
- Set a condition:
Last Name equals contact last name


- Map the fields:
Email_address → Email
- Press on ‘apply’
- Save your form


7-

Now test this

Choose a contact from your Salesforce account to test this with. Copy the contact last name and make sure it has an email.
- Publish your form as ‘URL’
- Paste the contact last name in the textbox
- submit the form
- now go to your mailbox and when the email arrives just press on ‘Reply to’ - you will see that the email address is same as the one in your Salesforce account.
   
Find out more about how to Integrate forms with Salesforce

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