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Utilizing the "Send Emails Later" Function of the Autoresponder Emails
Utilizing the "Send Emails Later" Function of the Autoresponder Emails
Sending an autoresponder email right after the user submits the form may not always be the right way for you. You may want to notify your users at a later date. If for example, you have a hotel booking form, you can notify your form's respondents 1 day before their check-in date with this function.
To set up the Send Emails Later function: Click on SETTINGS at the top of your form builder's screen. At the left section of the screen, click on EMAILS. Upon hovering over the Autoresponder, a pencil icon will appear. Click on it to open the settings of your Autoresponder.
If you don't have any Autoresponder Email set up in your form, please follow this guide: Setting up an Autoresponder Email
After opening the settings of your Autoresponder, simply click the ADVANCED tab. There, you will see the Send Emails Later option.
There are many options to choose from the dropdown list in order to decide when you would like your emails to be sent.
- Right away: This is the default option, autoresponder emails are sent right after the submission is received.
- 7 Days: Email is sent 7 days after the submission date.
- 14 Days: Email is sent 14 days after the submission date.
- On a later date: After clicking this option, you can choose your preferred date of email to be sent from the opening date field.
- checkin/notifydate: These are the date fields that appear in the demo form I have prepared for this guide. By choosing them, your form's respondents can specify the date they would like to receive the email. If you have another date field on your form, it will also appear on your "Send Emails Later" dropdown list.
So let's see this function in action taking the example mentioned above, let's say we have a hotel booking form and we would like to notify our guests about their check-in date, one day before the day they will check-in. In order to do it first, we need to create a simple booking form as seen below.
Hi,
I want to create an email notification workflow based on various overdue dates. This is for managing the close out of actions. I have not created the form yet.
I will have a form with actions that are required to be completed by a responsible person by a due by date.
I'd like the responsible person to receive an automatic email 2 days before the action is due to remind them that the action needs to completed.
If the Action is not closed out 7 days after the due by date then I'd like the form to send an email notification to the responsible persons manager. If the action is still not closed out 14 days after the due by date then the next manager up receives an email notification.
If the action is still not closed out by 21 days after the due by date then the next manager up receives an email notification.
If at any time the responsible persons edits the action form and adds a completion date along with what was done to resolve the issue/action, then this terminates the email notification flow.
Can this be done within Jotform without a third party widget or app?
Thanks
What if my guest canceled the reservation? How can I delete the "day before check-in" autoresponder for that reservation?
At what time does this send email?
I made an email responder yesterday that i want to actually go out to the full list of people yesterday. So I set the Send on a later date to the current date. It didn't send it yesterday though. How can I do this? Do I need to choose the Send date as at least one day later than I made the email?
Seems doable, but also seems WAY to complicated. My dates will change weekly. There is too much room for error. If this week im doing classes tuesday at 5pm only. and next week i am doing them wed a 6. and I only want to give 2 or 3 options to the form im driving the traffic too that are immediately looking to book. Is there an app that may be better than the form? Or an integration specifically for appointments and classes?