End of approval workflow - would like to send emails on later dates via jotform

  • fundraisingeverywhere
    Asked on September 3, 2021 at 2:00 PM

    Hey - love the new workflow stuff. You guys are great.

    One challenge I have is I wanted registrants to go through the approval workflow (which works), but once approved I want them to join an email journey with emails triggered on specific dates.

    For a normal registration I would intergrate with mailchimp, but is there a way to only import those *approved* into mailchimp and tag them automatically?

  • Hanne JotForm Support
    Replied on September 3, 2021 at 6:31 PM

    @fundraisingeverywhere

    Thank you for reaching out. I am glad you are happy with the workflow! While it does indeed have a lot of handy functions, unfortunately, you will not be able to set timeframes for later emails.

    However, you can do so with our Autoresponder Emails. Here, you can select a date you want the email to be sent. You can also set up several Autoresponders, and use conditions to decide certain aspects that need to be met for the email to send.

    1630707626 61329faaa103c  Screenshot 10

    I have included these two guides here for your convenience: Send Emails Later Using Autoresponder Email and How to Send Email Based on User’s Answer. I hope the information provided here can be of use to you.

    Please let me know if you have further questions!

  • fundraisingeverywhere
    Replied on September 6, 2021 at 2:36 PM

    Thank you!