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How to generate a custom message on forms' submission with AI
How to generate a custom message on forms' submission with AI

Automate personalized processes and communication with Formaloo AI. Send tailored messages to form submitters based on their submitted data.

Updated over 3 months ago

In this article, we aim to leverage Formaloo AI to craft custom messages for our submitters. By mastering the art of effective prompting, we can easily create powerful prompts that result in unique and personalized end-page messages.

Consider this scenario: A tech company uses a job application form. After submission, the AI generates a message informing the applicant of the next steps in the hiring process, such as when to expect an interview invitation or additional steps they need to complete, like submitting a portfolio or completing an assessment.

1. Create the Form

Let’s kick things off by building your form:

  • A: Head over to your dashboard.

  • B: Click on "+ New Formaloo" in the upper-left corner.

  • C: Choose “Form”.

  • D: Give your form a name (e.g., Job Application Next Steps Confirmation). Easy peasy!

2. Insert the Questions

Time to add the important questions. Based on these questions, we make a perfect prompt for our custom AI builder:

  1. Open your form.

  2. Select Edit Base from the form’s base.

  3. Copy and paste these key questions:

    1. What is your full name? (Field: Text)

    2. Which role are you applying for? (Field: Text)

    3. Do you have a portfolio or previous work to share? (Field: Website)

    4. When are you available to start if selected? (Field: Date)

You can insert as many questions as you want, but we used four here in this example.

3. Assign IDs

Now, it's time to assign some IDs. These IDs are essential for recalling each responder's response on the form.

This way, we can customize the AI prompt based on each responder's replies and show personalized messages after they submit the form. You can skip this step if you don't want personalized AI prompts, although it's highly effective for engaging your audience.

Here's how answer piping works with the AI prompt block:

  1. Click one of your questions on your form editor page.

  2. Find the ID property of that field in the right sidebar.

  3. Assign a custom ID to the field so you can recall the field's value in your AI prompt using that ID.

Suggested options:

First question: @ApplicantName
Second question: @JobRole
Third Question: @PortfolioLink
Fourth Question: @StartAvailability

It's crucial to ensure that each question is assigned a unique ID and that you recall the corresponding values in the Custom AI box. If this step is overlooked, the results will not accurately reflect the responder's data.

4. Add Custom AI Builder Magic

Now for the fun part—adding some AI magic to analyze responses automatically:

  1. Scroll down to the end of your form and go to the default ending page.

  2. Insert the Custom AI Builder by typing “/AI” or using ✨ from the toolbox.

  3. Paste the following prompt to get top-notch results:

Please generate a message with the following details:
Task: Inform the applicant of the next steps in the hiring process.
Persona: A job applicant named `(@ApplicantName)` who has applied for the `(@JobRole)` position at our tech company.
Context: The applicant has provided a portfolio link `(@PortfolioLink)` (if applicable) and indicated they are available to start on `(@StartAvailability)`.
Tone: Clear, informative, and encouraging.
Format: The message should outline the next steps in the hiring process, such as when to expect an interview invitation or any additional tasks the applicant needs to complete, like submitting a portfolio or completing an assessment. The message should be professional but also supportive to keep the applicant engaged and informed.

Example Input

First question: Jane
Second question: Senior Product Manager
Third Question: [Portfolio Link]
Fourth Question: 02-09-2024

Example Output

Dear Jane, Thank you for applying for the Senior Product Manager position at our company. We are excited that you are interested in joining our team. I wanted to provide you with an update on the next steps in the hiring process. Based on our initial review of your application materials, we would like to move forward with an interview. We will be sending you an invitation shortly to schedule a video call where we can discuss your background and experience in more detail. Please let us know if you have any scheduling constraints, but we anticipate the interview taking place in the next 1-2 weeks. In advance of the interview, we ask that you complete a brief case study exercise that will be sent over along with the interview invitation. This will help provide additional insight into your approach to key aspects of the product management role. Please budget 1-2 hours for completing this assessment. Additionally, if you have any sample work products relevant to this position, such as presentations, product requirement documents, or roadmaps, feel free to submit those along with your case study responses. This will help us gain a more complete view of your skills and experience. We are targeting start dates around September 2nd, so if that timeline still works for you, then we will plan to move quickly through the interview process in order to make a hiring decision soon. Please let me know if you have any updates on your availability. I'm happy to answer any other questions you may have at this stage. We are excited to continue our discussions and look forward to learning more about your background. Please let me know if you need anything else from me in order to complete the next steps. We appreciate your interest in this position and our company.

Tips

Formaloo has an article about writing effective AI prompts that help you improve your prompts to get better results from AI.

Often, language models tend to include generic text like "Here is your text" in their answers. To avoid this, be specific in your prompt and include instructions like "only write the final answer, and avoid phrases such as 'here is your text.'"

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