Timing of Autoresponder Emails

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    HSAH
    Asked on April 04, 2018 at 08:47 AM

    I have setup a form from which I want to send autoresponder emails based on a series of conditions.  The form contains a "Status" Field.  The status field has 4 options:

    Submitted (default)

    Setup

    Training

    Go Live

    Setup, Training and Go Live are collapsible sections that have different questions to be filled out, but the basic concept is

    IF Status = Submitted and Setup Date IS EMPTY, send AUTORESPONDER SETUP EMAIL 14 days later.

    IF Status = Setup and Training Date IS EMPTY, send AUTORESPONDER TRAINING EMAIL 14 days later.

    IF Status = Training and Go Live date IS EMPTY, send AUTORESPONDER GO LIVE EMAIL 14 days later.


    When Status is changed from Submitted to Setup, the Setup date is required.  Same condition for each of the other steps.

    My question is on the TIMING of the AUTORESPONDER emails when conditions are set.  Does the 14 day delay begin when the status changes, or when the form is created?  I am having a hard time testing this in my environment.

  • Profile Image
    Scott
    Answered on April 04, 2018 at 10:37 AM

    Hey there,

    First of all, the status of the scheduled emails is not configurable or open to change afterwards of a submission.

    Each time you submit or edit a submission, upon the submission date and time, the new emails are added to the schedule from that point on.

    Please let us know if this information is helpful to you and/or if I misunderstood your question.

  • Profile Image
    HSAH
    Answered on April 04, 2018 at 11:26 AM

    Thanks Scott.  I think that answers my question, but hoping you can verify it for me.

    Let's say I have 2 email templates, let's call them Status A and Status B.   Let's also say I have a field on my form called Status, with 2 options, A and B.

    I have email template "status B" set to email 14 days later and I have a condition that states IF Status = "B" then send email template Status B.

    By default, the Status field on the form will be "A".  When the form is edited and the Status field gets updated to "B",  your answer indicates that, because the condition on the status field has been met, email template Status B will be added to the schedule and will execute when the template is set to be executed.


    Did I get that right?



    Many Thanks.


  • Profile Image
    Scott
    Answered on April 04, 2018 at 11:40 AM

    Exactly! Every time a condition is met and the information is submitted, the related email will be queued in our databases to be sent on the desired date.

    Happy to be of help. Let us know if you ever need anything else,

    Cheers.