Setting Up Reminder Emails for Your Assignees

April 18, 2024

Suppose you have a form that needs to be filled out regularly. For example, an inspection form must be completed by each month’s end. You can assign the form and schedule a reminder email to go out to your assignee every month.

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To send reminder emails to your assignee

  1. In the Form Builder, go to Publish at the top.
  2. Go to Assign Form on the left.
  3. In the Invite by Email section, select Assigned to.
Steps to set up reminder emails in Jotform
  1. In the dialog, open the user menu, then select Schedule Reminder Emails.
Steps to set up reminder emails in Jotform
  1. Configure your reminder email schedule, then select Save at the bottom.
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Once finished, a mail icon will appear for the assignee. You can select this icon to edit or delete your reminder email.

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The system should now start sending reminders to your assignees automatically according to your setup.

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See also: How to Set Reminder Emails for Your Forms.

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