Hey,
In our customer portal, clients can place orders, but they don’t receive a confirmation email. They can view their orders in the portal, but an email would be more effective. I’ve explored a few options, but none of them feel like the perfect solution. I’d appreciate your input!
On our website, we use Tally, which sends great confirmation emails.
Option 1: Conditional forms in Softr
I could use conditional forms, but Softr doesn’t have a built-in email sender.
Option 2: Conditional forms in Softr + Airtable
This would combine Option 1 with Airtable automations to send the email. It works, but Airtable branding can’t be removed, even on a paid plan, which is frustrating.
Option 3: Tally forms embedded in Softr
Embedding Tally forms works well, but it doesn’t capture the signed-in user’s email. They’d have to add the email despite being logged in. It does send great confirmation emails after submission.
Option 4: Custom code Tally form
Use Tally, but with custom code to capture the signed-in user’s email.
Is there anything I’ve missed with Options 1-4?
Option 4 would be ideal if I could code. I found some code on the forum that captures the signed-in user’s email through Tally, but I can’t figure out where that data is stored or how to pass it to Airtable. If I could get this working, I’d have the same setup for both website and portal orders.
Any ideas?
