Lomakkeen automaattinen lähettäminen uudelleeen

  • niinamsuni
    Asked on 7. joulukuuta 2023 klo 9.30

    Hei, haluaisimme käyttää jotformia yhdistyksemme jäsenrekisterin hallintaan. Onko mahdollista saada lähetettyä joko maksupyyntö tai muu lomake automaattisesti esim. vuosittain?

  • Angeli Jotform Support
    Replied on 7. joulukuuta 2023 klo 11.57

    Hi niinamsuni,

    Thanks for reaching out to Jotform Support. Unfortunately, our Finnish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Finnish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Do you want to send the form to your form fillers automatically? If so, you can use the Schedule a Reminder Email feature. Let me show you how:

    1. On the Form Builder page, in the orange navigation bar at the top of the screen, click on Publish.
    2. In the Publish menu, click on Emails on the left side of the screen.
    3. Choose the Schedule A Reminder Email option.
    4. Here, you can edit the email content.
    5. Now, click on the Schedule tab and organize your email the way you want it. Select a repeat period, date, time, and start and finish date.

    Lomakkeen automaattinen lähettäminen uudelleeen Image 1 Screenshot 30

    But, unfortunately, you can only send a Monthly reminder to your form fillers and not annually.

    Lomakkeen automaattinen lähettäminen uudelleeen Image 2 Screenshot 41

    But, if you were referring to something else, can you explain it a bit more so we can help you with it?

    Give it a try and let us know if you have any other questions.

  • Niina
    Replied on 7. joulukuuta 2023 klo 12.03

    Hi,

    i want to be able to renew a subscription for our organisation members automatically annually. That can be via a form or payment request. So is that possible to do automatically annually starting from the day they have submitted a form for the first time?

  • Mary Jotform Support
    Replied on 7. joulukuuta 2023 klo 14.15

    Hi Niina,

    Thanks for getting back to us. There's an option to set up a recurring payment option. Let me show you how:

    • Open your form in Form Builder
    • Under the Payments tab, select the payment processor and add it to your form.
      Lomakkeen automaattinen lähettäminen uudelleeen Image 1 Screenshot 40
    • You'll need to connect your account under the selected payment processor in the Payment Settings panel. 
    • Set the Payment Type option to “Sell Subscriptions”.
    • After that, click on Continue.Lomakkeen automaattinen lähettäminen uudelleeen Image 2 Screenshot 51
    • On the next page, create your subscription items.Lomakkeen automaattinen lähettäminen uudelleeen Image 3 Screenshot 62

    You can customize your subscription details. Also, you may set the frequency of the recurring payment, but the start date happens on the day the user submits on the form.

    You can check out our guide on How to Set Up a Recurring Payment Option.

    That's it. Reach out again if you have any other questions.