Welcome to this step-by-step guide on how to white label your form sender email when using AskSpot form submissions. In this tutorial, we’ll walk you through setting up AskSpot's webhook integration with Zapier to send branded email notifications to your clients. This is perfect for anyone looking to personalize their communication and enhance brand consistency.
Why White Label Your Emails?
When form submissions come through AskSpot, the default sender email might be generic (e.g., "no-reply@askspot.com"). However, using this integration, you can customize the email address and content to match your brand, giving a more professional and seamless experience to your clients.
Step 1: Prepare Your AskSpot Form
The first step is to ensure you have a form created within AskSpot. You can use either an InChat or Opt-In form. For this example, we’ll use an InChat form.
Open Your Form: Go to the forms section in AskSpot and select the form you want to use. In this case, it's connected to a property search chatbot.
Set Form to Appear: Configure the form to be the first step when a user opens the chatbot. This ensures that the user fills out the form before proceeding with further interactions.
Step 2: Set Up Webhooks in AskSpot
Next, we'll connect the form to Zapier using webhooks.
Open Webhooks Settings: In AskSpot, click on "Webhooks" and select "Create New Webhook."
Add Webhook Details: Name the webhook and add a short description if necessary.
Obtain Webhook URL from Zapier: Now, switch to Zapier to get the URL needed for AskSpot’s webhook.
Step 3: Create a Zap in Zapier
In Zapier, you’ll create an automation (called a "Zap") to handle the email sending process.
Create a New Zap: In Zapier, click on "Create" and choose "New Zap."
Select Trigger: Choose "Webhooks by Zapier" as the trigger.
Pick Event: Under trigger events, select "Catch Hook" and continue.
Copy the Webhook URL: Zapier will generate a unique Webhook URL. Copy this link and return to AskSpot.
Paste the Webhook URL in AskSpot: Paste the URL under the webhook settings for your form in AskSpot.
Step 4: Configure Form Data and Event Type
Now that the webhook is set up, you’ll define what type of data the webhook will send.
Set Event Type: Choose "UserInfo" as the event type in AskSpot, and select the form you want to use, such as "Collect Leads Form."
Send Test Data: Send sample form data to Zapier to test the connection. This allows you to ensure the integration is working properly.
Step 5: Set Up Email Sending via Gmail in Zapier
After successfully setting up the webhook, the next step is to configure the action that will send branded emails.
Select Action in Zapier: Choose Gmail as the next action in Zapier.
Send Email: In the action event, select "Send Email." This will allow Zapier to generate a new email and send it to your client.
Customize Email Content:
To: Choose your client’s email (which can be collected via the form).
From: You can customize the "From" email address to reflect your brand.
Subject Line: Write a relevant subject line for the email, such as "New Lead Submission."
Body: You can use either plain text or HTML for the body of the email. Use tags like
{{UserInfoName}},{{UserInfoEmail}}, and{{UserInfoNumber}}to dynamically insert information from the form submissions.
Step 6: Test and Finalize the Email
Once everything is configured, run a test to ensure the email is sent correctly.
Send a Test Email: Zapier will send a sample email based on the form submission data.
Check the Sample: Review the sample email to ensure all collected data is displayed correctly and the email looks professional.
Deploy the Zap: Once the test is successful, activate the Zap, and it will automatically send branded emails whenever a form submission occurs.
Final Thoughts
That's it! You’ve now successfully set up a system that sends branded email notifications to your clients every time a form is submitted through AskSpot. This not only enhances the professionalism of your communication but also keeps your branding consistent.
If you have any further questions or need help, feel free to reach out to the AskSpot support team.
