Problems setting up a confirmation process

  • Profile Image
    rtolmach
    Asked on December 29, 2017 at 10:14 AM

    Hi Jotform

    I am having a very difficult time figuring out how to set up a confirmation process the way I want. 

     

    What I Want to Have Happen

    Visitors go to this page of our site: https://fanatics-books.myshopify.com/pages/student-org-join

    They fill in the jotform to register their organization. That form is from https://www.jotform.com/build/73507336984163

    They see a Thank You message.

    We want to make sure we know the correct email address of the person who submitted the form. (I do not like the approach of using the Email Validator Widget, since it interrupts them in the middle of completing the form, and it is not the norm).

    So they receive a confirmation email (I do not need us to receive an email notification). It tells them to click a link to see the form again and to check a box on it to confirm their submission. 

    When they click the link in the email, they see the form again, and it now has a checkbox, which did not appear when they first filled in the form. They check the box to confirm their submission, and they then hit the submit button at the bottom of the form.

    The person sees a Thank You message, which I would like to be DIFFERENT FROM the initial thank you message. For instance,

     --  the first thank-you message would thank them for completing the form and tell them to watch their inbox for an email so they can confirm.

     --  the second thank-you message would thank them for confirming their submission.

    We could also use a thank-you page instead of a thank-you message if it allows a different message after the confirmation.

    The person who submits the form then receives a second confirmation email, with a different message. This one just says that we got their confirmation and their listing will go live soon.  (Again, I do not need us to receive an email).

    It would be nice if they can return to the edit-link to revise the form later, and if we then get a notification of that.

    We would like to see (in the CSV submission downloads) the date/time that they created the form and that they made revisions.

     

    Where I am Having Problems 

    I have it almost figured out, but not quite.

    ------------------------

    One of your colleagues sent an article, https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.  I have read LOTS of jotform articles over the last month. That one is by far the least clear. 

     

    -----------------------

    I cannot figure out how to show the person a different Thank You message after confirmation than they see after the original submission. Glad to send them to a thank-you page instead of showing a thankyou message, if that helps. In fact, a thankyou page would probably be better.

    ------------------------

    The initial confirmation email is named EMAIL UPON FIRST SUBMISSION !

    It has a HUGE empty space between the two lines of my text and the array of fields. Submit a form, and you will receive and see it.

    ------------------------

    The email content I created for the initial confirmation email says:

    "Please click this {edit_link} and check the box. . ."

    The actual email that is sent says:

    "Please click this Edit Submission and check the box. . ." 

    Since we are really using this mostly for the person to confirm their submission, the text on the link is a bit confusing. Can we change that hypertext to something else? For instance, I would be glad if it said:

    "Please click here and check the box. . ."

    ------------------------

    As you will see, I used the Get Page URL and set it so that if the page URL contains "jotform" (which is in the Edit/Confirm page URL), then the confirm checkbox would appear. That seems to work fine. I now realize that it would also work if I used contains "edit".

    -----------------------

    A question: does the Edit Submission URL work indefinitely, so the person can edit months into the future, or does it have a finite life? Or can we control that?

    -----------------------

    I know you capture the submission date. Does that always show the first submission date (so it stays the same after the visitor returns to edit)? Or is it updated when the person comes back to edit? Is there a way to keep track of the date of the original submission and all the edits over time (or at least the original date and the most recent edit date)?

    -----------------------

    I said above that I do not need an email notification to us when someone submits a form or when they confirm it. But if they come back later and edit, after the initial confirmation (or after some amount of time has passed), then I would like to get an email notice then, so we can go into our site and update things. Is there a way to do that?


    --------------------------

    One last thing. Several times that I tried to submit a help request last night, it never went through. It just stayed in wait mode. (I forget the exact word).

     

    I think that is it.

     

    Thanks!
    Robert



  • Profile Image
    Kiran
    Answered on December 29, 2017 at 10:45 AM

    I am checking on the issues that you have reported here on the thread. Please allow me some time go get back to you with relevant information for each question. 

    Thank you for your patience.

  • Profile Image
    Kiran
    Answered on December 29, 2017 at 02:21 PM

    I cannot figure out how to show the person a different Thank You message after confirmation than they see after the original submission. Glad to send them to a thank-you page instead of showing a thankyou message, if that helps. In fact, a thankyou page would probably be better.

    You may setup a condition on the form to redirect the form to a different Thank you page or display a different message. Since you have the Checkbox on the form to be filled, you may use this field for setting up the condition. 

    Please see the screenshot below:

    1514573245Selection_002.png

    The initial confirmation email is named EMAIL UPON FIRST SUBMISSION !

    It has a HUGE empty space between the two lines of my text and the array of fields. Submit a form, and you will receive and see it.

    This empty space can be adjusted by removing the height parameter from the table in the source code. Please see the screencast below:

    1514573179Peek 2017-12-29 21-49.gif

    Can we change that hypertext to something else? For instance, I would be glad if it said:

    "Please click here and check the box. . ."

    You may add a hyperlink provided below to the text 'Click here'.

    https://www.jotform.com/edit/{id}

    1514573212Peek 2017-12-29 21-59.gif

    As you will see, I used the Get Page URL and set it so that if the page URL contains "jotform" (which is in the Edit/Confirm page URL), then the confirm checkbox would appear. That seems to work fine. I now realize that it would also work if I used contains "edit".

    The condition should be set to using 'edit' so that the other fields can only be displayed only when the submission is being edited. The word 'jotform' is common in both URLs i.e., first time submission and the link clicked to confirm the submission.

    A question: does the Edit Submission URL work indefinitely, so the person can edit months into the future, or does it have a finite life? Or can we control that?

    The Edit link works as long as the submission is not deleted. The user should be able to access the Submission to edit anytime by using the URL provided. If you want to restrict the user to edit the submission, you may consider setting up separate conditions to hide the fields on the form after confirming the submission.

    I know you capture the submission date. Does that always show the first submission date (so it stays the same after the visitor returns to edit)? Or is it updated when the person comes back to edit? Is there a way to keep track of the date of the original submission and all the edits over time (or at least the original date and the most recent edit date)?

    The submission date captured is only for the original submission. This date and time will not be changed when the submission is edited. Unfortunately, the tracking of date and time of edited submissions is currently not available. You may be required to add a separate Date Time field on the form and have it updated manually when then submission is edited.

    I said above that I do not need an email notification to us when someone submits a form or when they confirm it. But if they come back later and edit, after the initial confirmation (or after some amount of time has passed), then I would like to get an email notice then, so we can go into our site and update things. Is there a way to do that?

    If we setup an email to be sent on editing the submission, it shall be sent each time the submission is edited. If you want an email to be sent later, you may consider setting up an autoresponder by enabling the option 'Send Emails Later' in the autoresponder settings.

    1514574950SendEmailsLater.png

    One last thing. Several times that I tried to submit a help request last night, it never went through. It just stayed in wait mode. (I forget the exact word).

    Are you referring to posting your question to our support forum? We have not experienced any recent issues with the support forum. It should be a temporary issue or could also be an issue with the browser/account timed out issue. You may also send us an email to support@jotform.com

    Thanks!

  • Profile Image
    rtolmach
    Answered on December 29, 2017 at 03:23 PM

    Very thorough response. Thank you very much. You guys are super! Happy New Year!

  • Profile Image
    Marvih
    Answered on December 29, 2017 at 04:20 PM

    On behalf my colleague, you are very welcome and have a Happy New Year .