Can I send the link for the form to them automatically?

  • RedSoil
    Asked on October 8, 2015 at 10:23 PM

    I have a daily checklist that is required to be completed by staff on a daily basis.  Is there anyway for them to receive a reminder to complete the form or for me to be flagged to let me know that they haven't completed the form, instead of me having to go and check whether they have completed the form?  I do have the submission come to me in my email which is good but if they forget and I forget to follow them up is the issue.  I was wanting to automate the process as much as possible.  I was thinking there maybe an app I might be able to use.  Also is there a way I can send the link for the form to them automatically?

  • Boris
    Replied on October 9, 2015 at 7:22 AM

    I'm afraid that we do not have any app for sending reminder emails if form is not submitted. For sending automated reminder emails, you may consider using an integration to a third-party email or newsletter service:

    (Setup & Embed > Integrations > Email)

    Can I send the link for the form to them automatically? Image 1 Screenshot 20

    However, having them send automatic email reminders only to the people who have not submitted the form yet, and having it do this task every day, I do not think that any of the supported email services have such a feature available.

    If you have a developer in your company, you may also try setting an email reminder with your own software and website. In a nutshell, your JotForm forms can send POST data to a specialized PHP page on your own website - by setting that PHP page as your custom Thank You page. Your developer can then set up a list of all email addresses that need to fill out the form, to be sent a reminder email each day from your website.

    When your custom PHP page receives the POST data of a submission, it can programmatically remove that email address from the list, so at the end of the day - only the email addresses who have not yet submitted the form will be on the list and be sent an email.

    This alternative requires custom coding, so you may need to hire a developer to implement it, but we will be happy to help with anything we can do from our end.

    I hope this helps.

  • RedSoil
    Replied on October 9, 2015 at 3:45 PM
    Thankyou
    Regards
    *Annette Edwards*
    *Administration and Compliance Manager*
    *[image: RED SOIL CONSTRUCTIONS future building LOGO_ Version 1] *
    *www.redsoil.com.au *
    *Ph: 07 46 302 338*
    *Fax: 07 46 302 338*
    *M: 0438 501 734*
    *E: admin@redsoil.com.au *
    *Address: PO Box 203, Darling Heights 4350.*
    ...
  • Boris
    Replied on October 9, 2015 at 5:08 PM

    You are most welcome, Annette. Please do let us know if we can be of further assistance, and we'll do our best to help.

  • Rose
    Replied on December 3, 2018 at 3:14 AM

    Good News. This feature is available now. You can check the further details on the following user guide:

    https://www.jotform.com/help/541-How-to-Set-Reminder-Emails-for-Your-Forms

    Feel free to let us know if you have further details.