How to set reminder emails for the form

  • alliphil
    Asked on June 11, 2024 at 4:46 PM

    Hi,

    I already have folks registered for private 1-on-1s, but just realized I did not set up a 24hr reminder email when I created the form.

    I just added the reminder email to the form but since the reminder email wasn't set up when folks originally registered, I wasn't certain if it will kick in for future sessions (that were booked prior to the reminder email being added.)

    Will the reminder email go out for future sessions that were previously booked?

    Thanks!

  • Rhina JotForm Support
    Replied on June 11, 2024 at 6:32 PM

    Hi Allison,

    Thanks for reaching out to Jotform Support. If you want to send a reminder email to previous submissions who already booked, this is possible using the Reminder email on the Publish page. Let me show you how:

    1. First, open your form in Form Builder.
    2. In the orange navigation bar at the top of the screen, tap on Publish.
    3. Update the Recipients email address on the Recipients tab.
    4. In the Schedule tab, you can manually set the Send Date for the Reminder email. How to set reminder emails for the form Image 1 Screenshot 20

    Give it a try and let us know how it goes.

  • alliphil
    Replied on June 12, 2024 at 2:18 PM

    Allow me to clarify. I'm actually referring to the "Send reminder emails" option within the Advanced tab of the Appointment element.

    If I add a reminder email after registrations were already complete, will it automatically go out 24hrs in advance to everyone who has already registered?

  • Gaud JotForm Support
    Replied on June 12, 2024 at 3:24 PM

    Hi Allison,

    I've checked out the reminder email in the appointment field. Unfortunately, it is not possible to send the reminder email to the previous registered form fillers. Once you set up the reminder email, then after anyone who filled out your form will receive the reminder email as per your reminder email set up time.

    There is also one workaround you can try,

    1. Add two Date Picker fields in your form. You will use these to set up reminder email. You need to hide these Date Picker. How to set reminder emails for the form Image 1 Screenshot 70
    2. Use Calculation Condition to get the date from the Appointment field and pass the value to the Date Picker Fields. How to set reminder emails for the form Image 2 Screenshot 81How to set reminder emails for the form Image 3 Screenshot 92How to set reminder emails for the form Image 4 Screenshot 103
    3. Now, we will use the Date Picker field as the date in the schedule Reminder Email option of the form in the Auto-responder email.How to set reminder emails for the form Image 5 Screenshot 114

    Here is a result:

    How to set reminder emails for the form Image 6 Screenshot 125

    Here is my demo form, you can check it out and clone it.

    Let us know how it goes.

  • alliphil
    Replied on June 12, 2024 at 3:58 PM

    Ok, thank you!

 
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