Have reminder emails sent?

  • Profile Image
    shawnhenson
    Asked on September 24, 2012 at 05:15 PM

    I want to have a form with some entries (pretty much like an appointment) ie. lets say  there is a item named bread and I can have someone enter a date that it expires. Is there a way to have a reminder email sent notifying that its going to expire like in 7 days?

    I would have like 12 items that people can enter a expiration date on and would like to have some sort of notification sent when its within 7 days of expiring

  • Profile Image
    jonathan
    Answered on September 24, 2012 at 07:14 PM

    Please check this guide -How-to-Limit-Submissions-in-a-Form . You can use the 'expire date' for the form feature to work on your requirement.

    Base on your idea, I do not see a direct way to trigger the 'expiry' if you do not open/use the form. It will always have to be triggered when the form is loaded or opened.

    The possible way I know of is by setting a backend cron job or scheduled tasks (i.e Windows Tasks, Calendar Reminder, etc.) that will monitor a time/date data from your form's time/date field. But this would mean setting an application which is bejond JotForm's functions.

    Please inform us if you have further inquiry or require further assistance.

    Thanks.

  • Profile Image
    Rose
    Answered on August 06, 2018 at 08:14 AM

    Great News!

    This feature has been recently implemented. It is now possible to select date field for the scheduled date to send autoresponder on the selected date dynamically.

    How this feature works? 

    Once you add a date field to your form, the date field is seen under dropdown menu on autoresponder setting.

    1533555749Screen%20Shot%202018-08-06%20a

    Thus, the autoresponder email will be sent on the date selected by your user. However, this feature isn't meet your requirement exactly (sending autoresponder email 1 day before the selected date) but you still can achieve the thing you want to build with some additional arrangements. I've prepared a demo form in order to explain the steps you need to follow:

    1. I added and email field and two date fields to my form and set hidden one of date fields. Respondents will see only "Date 1" field and Email field in this case.

    1533556439Screen%20Shot%202018-08-06%20a

    2. I selected "Date 2" field on autoresponder for the scheduled date.

    1533556578Screen%20Shot%202018-08-06%20a

    3. I set up a notification email and added "Edit Link" to it.

    1533556736Screen%20Shot%202018-08-06%20a

    Now, what do you need to do when you receive a submission in order to activate scheduled autoresponder?

    I filled up my demo form and received the following email:

    1533556884Screen%20Shot%202018-08-06%20a

    I clicked on the "Edit Submission" link in order to edit and select a date on "Date 2" field. As you are the form owner, you will be able to see hidden fields while editing your form submission. I selected a day before the date on "Date 1" field and submitted the form. 


    1533557014Screen%20Shot%202018-08-06%20a


    What will happen now? 

    As I set "Date 2" field on autoresponder for scheduled date, autoresponder email will be sent to " test@test.com ( to the email address entered to email field) on the date 08-22-2018, one day before the selected date by the user. 

    I hope, everything is clear here. Please give it a try and do let us know if you have further questions.