approval process question

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    Asked on July 27, 2021 at 02:21 PM

    Hi. We use Jotform for a referral program. Other companies fill out a Jotform we've created to refer their clients to our company for a free bicycle. It works great. We track when these referred clients come to our shop, but I'd like some kind of automatic mechanism to trigger a follow up email with a link to a follow up survey after the clients receive their bike from us. Ideally, the clients would receive a follow up email right after they receive their bike and four weeks after they receive their bike. Is there a way for us to mark when a client actually picks up their bike using "Approvals" so that it triggers the follow up emails? Thanks in advance for you time.

    Jonathan Youngman

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    Answered on July 28, 2021 at 01:38 AM

    Thank you for reaching support,

    You enable Reminder emails on the Approvals set up:


    Let us know if that fits your requirements.