Card Form > Save & Continue Later: Email subject is always the same - needs customization

The only differentiating item, in the event someone were saving their progress on multiple different forms, would be the name of the form in the subject line. But, in just about every case, I assert it's more likely people would be saving their progress for multiples of the same form, so it's not differentiating at all.

I have forwarded a ticket to our developers to see if there is a chance to customize the subject of the 'Save & Continue Later' emails.

We will get back to you via this thread if we have any updates.

I posted something like this in a different question (which has been resolved), because it was relevant there, but I think it supports my request here so I'm reposting it here as well:

 

Imagine that you're married and you have 2 kids. That's a family of 4. You will fill out our form 4 times, once for each person. You will likely 'save and continue later' on more than one of the forms and, for my example, I'm going to assume that our users will save and continue later for each of the four forms, maybe more than once, because our Health History form can take an hour or more to complete for each person.

That means they'll have 4 links or, more likely, 4 or more essentially identical emails indicating they can "Continue filling this form later..." with the same form name in each email, so the subject lines will always be identical.

The emails themselves won't be identical but, to anybody but someone who has a trained eye or technical experience, they will look exactly the same. The only difference is the two URL parameters, which look like another language to people who don't know anything about coding, and then the link that they'll go to when they click the identical-looking 'Continue Form' button.

And, yes, I know they only need to save and continue later once but they might do it again, for example, if they don't remember, don't understand, or they need to because they deleted or can't find the original email that they would refer to in order to be able to continue.

We foresee issues coming up for our clients when they fill out multiple copies of this form for their family members, including them taking a lot of time to complete a form and not have it be able to be submitted (because they clicked a 'continue' link to a form that had already been submitted), thereby losing the data they entered and the time they spent filling that part of the form. Another possibility might be cross-answering forms (answering for one person on someone else's form, inadvertently), although hopefully we've addressed this sufficiently with populated fields on our form to steer them properly.

One solution that would work great would be to allow customized subject lines including populating values entered from the form. Ours might look like "Continue filling this form for John later..." or "Kim, John's form may not be complete. Here's a link to return to it."

Of course, if it makes more sense to allow customizing the email body instead of the subject, even just allowing simple edits like changing "Please click on the button below to continue with your form." to "Please click on the button below to continue with your form for John." that could work too."

And a third suggestion would be allowing one line of text to be included in the non-editable body of the email, like this:

 

Hi!

You have successfully saved your online form.

Please click on the button below to continue with your form.

It's important to complete this form for John ASAP.

 

Thanks for considering all of this!

David

 

P.S. I used the form's centering-feature from the Markdown editor to center the text in third suggestion (like it is in your emails) but it won't stick here.

I have added a comment with the additional information to the ticket. We shall let you know here once there is a response available.