Autoresponder Email: How to send a reminder email to the client one day before booking?

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    Romano_Giuseppe
    Asked on February 28, 2021 at 07:22 PM

    Hi,

    I've got another question about the calendar function.

    I'd like to send reminders and I notice there is an autoresponder function with the possibility to send email at a later date, however I don't seem to understand if possible to set the email date based on the booking date.

    Ie. booking for 10-03-2021, I'd like to send a reminder one day before the booking.

    Is it possible?



  • Profile Image
    Zahra_S
    Answered on February 28, 2021 at 10:43 PM

    Hi there!

    Thank you for reaching out to us.

    It is not possible to send a reminder email before the booking date directly. However, we can create a workaround with conditions to make it work. Please allow me some time to create a workaround for you. I will get back to you soon.

  • Profile Image
    Zahra_S
    Answered on March 01, 2021 at 10:12 AM

    Step 1: We will add two Date Picker fields in the form and hide these.

    Step 2: Add an Update/Calculate Field condition to copy Appointment field value to 1st Date Picker field (Appointment Date).

    1614611013_603d02453ee9b_

    Guide: How-to-Pass-Field-Value-to-Another-Field

    Step 3: Add another condition to subtract the number of days from the Appointment Date to calculate the Reminder Date (2nd Date Picker field).

    1614610803_603d017315050_

    Guide: How-to-Insert-Text-or-Calculation-into-a-Field-Using-Conditional-Logic

    Step 4:  You can then set your autoresponder email's Send Emails Later setting into the reminder date field.

    1614611262_603d033e81071_

    Guide: Utilizing-the-Send-Emails-Later-Function-of-the-Autoresponder-Emails

    Demo Form: https://form.jotform.com/202108299926057

    Feel free to clone or test it on your end.

    I hope this helps. Please let us know if you need further assistance.

  • Profile Image
    Romano_Giuseppe
    Answered on March 07, 2021 at 06:25 PM

    Amazing!

    Thank you so much