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How to Set Reminder Emails for Your Forms

How to Set Reminder Emails for Your Forms

With reminder emails, you can send yourself or a colleague daily, weekly or monthly emails to remind filling a form.

Are you planning a long-spanned project? Then let's get you familiar with Reminder Emails that will help you organize and keep track of this process.

A reminder email is a way for you to share your forms with your customers and/or team members on given terms regarding period, time of arrival, calendar options, and end or no-end date.


To set-up a reminder email:

1- Go to Publish panel
2- Open Email tab
3- Select Reminder Email Option

🔘 If you don't already have a reminder email set, you will be forwarded to create a new one immediately. But if you have any reminder emails set, this is where you will be managing them as explained at the bottom of this guide.

🔘 Here you will be greeted by two tabs, you have options for editing the email content on one tab and the schedule options on the other one.

4- Email Settings:

🔘 Here you will have options to customize who this email will be sent to, email subject and the body of the email. Be in the mind that you cannot change the styling of the form link button and/or add additional URLs to the body due to spam limitations.

5- Schedule Settings:

🔘 In the schedule settings, you will have different periods as daily weekly and monthly as their name suggests. (a)

🔘 The second option (b) is the special calendar setting that serves different options for each period options. For example, you may select to send emails only on the weekdays on the daily period options and on the monthly option you may select the first workday of the month, last Friday of the month, etc.

🔘 The third option (c) will be the time of arrival of the email. You may select any hourly option on the Send Time drop-down while choosing the right timezone option for your needs on the next. The default timezone is set in reference to your account settings.

🔘 Once you are done with setting up your reminder email, click on the Save button and you will be set to go.

6&7- Managing Your Reminder Emails:

🔘 In this view, if you have reminder email/s set for your form, you will be welcomed by a panel that will list the reminder emails, their schedule information and ways to create(7), edit or delete (6) them.

If you have any further questions regarding this feature, feel free to hit us up at our Support Forums any time you want!

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4 Comments...

  • USA.MANAGER

    Is it possible to change the sender E-Mail from noreply@jotform.com to my setup E-Mail address - like in the Autoresponder? Thank you.

  • jackkellerinc

    Why can't the email be sent to the user who started filling out the form but has not completed it? This would be incredibly helpful

  • grahamlaw

    So unless we manually cancel the reminder, this will email everyone, including those who already filled out the form and do not need a reminder?

    Is it too difficult to implement checking first? I don't think I would use this feature, as people who have already filled out the form would not appreciate a "reminder" to do something they already did.

  • davsun55

    Does this provide the ability to use fields from their previous form, or information from say a .CSV? That would allow us to customise the emails with an amount outstanding and/or confirmation of their booking details.
    Thanks
    David