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Setting up reminder emails for your assignees

Setting up reminder emails for your assignees

Some forms need to be filled out regularly. For example, an inspection form might need to be completed at the end of each month. You can assign this form to an employee and schedule a reminder email to go out to your assignee every month.

1. Go to the Publish tab.

2. Click on Assign Form in the menu on the left.

3. Click on the assignee list.

4. Click the three dots on the right side of the line that lists the assignee you want to send reminder emails to.

From here, you can either send one reminder email to your assignee or schedule regular reminders.

To send a reminder email  

Click Send Reminder Email, and an email will be sent to that assignee.

To schedule a reminder email 

1. Click Schedule Reminder Email.

2. Set up the reminder in the popup window, and you’re done!

After setting up your reminders, you can always edit or delete them.

To edit/delete reminder emails 

1. Go to the Publish tab.

2. Click on Assign Form in the menu on the left.

3. Click the mail icon in the list of assignees.

4. Select the Edit option for the reminder email that you want to edit.

5. After that, you’ll be able to edit/delete reminders.

We hope this guide helps you understand how to schedule reminder emails for your assignees. If you need any assistance, feel free to let us know!

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2 Comments...

  • tallerservimanpa

    Excelente!. Aunque sería interesante a la sección Schedule reminder emails pudieran agregarse campos del formulario de modo que funcione como una agenda.
    Por ejemplo: nosotros manejamos los reportes de los técnicos desde jotform y manejamos la agenda en wunderlist y próximamente en to do list, sería fantástico que se asignara a cada técnico sus tareas desde jotform de forma independiente donde el técnico al seleccionar la tarea continúe editando dicha tarea, ya que estaría agregado varios campos del formulario asignado.

  • PittsEnterprisesLtd

    This is an awesome feature, it will really help my team. Maybe this feature can be also put into mobile notifications for companies that have employees on the move constantly! :) great work guys