How can I allow respondents to save and continue later with the same email address?

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    nycpetersen
    Asked on March 30, 2018 at 02:00 PM

    I have employees filling out the same form on behalf of many different prospects. The email address entered on the form will be the prospects not the employees. Is it possible to make this work in this situation?



    This is a re-post of a comment on How to Save Forms and Continue Later

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    John_Benson
    Answered on March 30, 2018 at 02:29 PM

    Yes, that is possible. The email address you entered will receive an autoresponder with the link to open and continue the form.

    Related guide: How-to-Save-Forms-and-Continue-Later 

    I hope this information helps. 

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    nycpetersen
    Answered on March 30, 2018 at 03:03 PM

    So if I use the same employee email address to fill out forms for multiple different clients they will receive different links to the form for each different client?  I thought that each email could only be used once in this situation.



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    Nik_C
    Answered on March 30, 2018 at 03:46 PM

    No, you have to use different email addresses. So when you fill the form you have to use prospects email address, and each time you have to use the new one so they will receive Autoresponder with a link.

    Hope it helps.

    If you need any further assistance, please let us know.

    Thank you!

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    nycpetersen
    Answered on March 30, 2018 at 03:55 PM

    The prospects are not the ones filling out the form, so it doesn't make sense for the email to finish the form to go to them.  Is there a way I can set it up so my employees can save these forms and then continue later?

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    Jim_R
    Answered on March 30, 2018 at 06:17 PM

    There is a way to do that but this will require you to change your form's layout. Using the new Card Forms layout, there's a built-in SAVE AND CONTINUE LATER feature in place. This doesn't require the email to be the different for each saved session.

    Complete guide: Setting-up-the-Continue-Forms-Later-Feature-in-Card-Forms

    In case you're not familiar on how to change the form layout, navigate to SETTINGS > FORM SETTINGS > SHOW MORE OPTIONS button > scroll all the way down to the bottom and toggle the FORM LAYOUT option to SINGLE QUESTION IN ONE PAGE.