How to send email in a later date?

Hi there,

I use Jotform to issue and monitor Pre Qualification Questionnaires within our supply chain.

Is it possible to enable notifications to be issued to me when a form is due for re-submittal?

Our PQQs have an annual expiry and I need to know when to re-issue without having to manually check every month.

Hi Harriet,

Thanks for reaching out to Jotform Support. It is possible by sending yourself an email on a later date based on the two Date Picker fields and making two Autoresponder emails. An example would be asking for the date on the first Date Picker field and manually computing for the re-submittal field using Update and Calculate Condition to pass in the second Date Picker field. It's easy to do. Let me walk you through it:

1. In Form Builder, add two Date Picker fields.

2. In the orange navigation bar at the top of the page, click on Settings.

3. In the menu on the left side of the page, click on Conditions.

4. Select Update and Calculate field condition.

5. Create a condition to update the second Date Picker field and click Save.

That's it for the conditions, doing this will populate the second Date picker field 30 days after the selected date. Next, let's create the second Autoresponder email. Let me show you how:

1. In the menu on the left side of the page, click on Emails.

2. Click the Add Email button.

3. Select the Autoresponder email to create a new one.

4. Under the Advanced tab, select the dateAfter which is the Date Picker field after 30 days in the Send Email Later option.

5. Click Save and you're done.

That's it, doing this will send the second Autoresponder email after 30 days, You can then customize the recipient of the email to either be you to serve as a reminder or directly an email to your user. We also have a guide here to learn more about this.

Reach out again if you need any other help.

Hi Ronald,

thanks for this.

The only issue is that for the recipients I cannot select myself as the recipient. It is only providing an option for the contact e-mail which is linked to the completed form. See below:

Hi James,

If I understand correctly, you can set up a reminder email for your request. You can add your email to the recipient to get Reminder Email. It's very easy to Set Up Reminder Emails in Jotform. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Click on Emails on the left side of the screen, and select the Schedule A Reminder Email option.
3. Edit the content of your Reminder Email.

You can also set the repeat period, specify when it will be sent, and choose the start and end date. Let's do it:

1. While in the Reminder Emails settings, click on the Schedule tab.
2. Adjust the Repeats and Send Date options as needed to select which day or days you would like to send.
3. Click the Downward Arrow icon in the Send Time section to change the time it will be sent.
4. In the Start Date section, click the Calendar icon to set the starting date. You can also set an end date to stop sending reminder emails on a specific day in the End Date section, and click on Save.

If it isn't useful for your case, can you explain a bit more about your request, so I can get a better idea of what's happening?

Let us know if you have any other questions.

Hi Summer,

Unfortunately this isn't what I am looking for.

I send out forms to suppliers, which are an annual requirement to be completed.

I wanted to find a way of the system notifying me specifically when the annual expiry was due. For example, if a form was completed on 19/12/2023, I would want an email on/around 19/12/2024 to tell me that the form needed to be completed by the same supplier to cover the 2024-2025 period.

Hi James,

You can follow my previous guide by implementing it in a Notification email, the steps are very much the same. However, let me show you how you can add your email to the Autoresponder Emails. It is very easy to do. Let me walk you through it:

1. In Form Builder, add a new Email field and click the Gear icon.

2. Under the Advanced tab, add your email in the Default value.

3. Enable the Read Only option to prevent users from editing it.

4. in the orange navigation bar at the top of the page, click on Settings.

5. In the menu on the left side of the page, click on Emails.

6. Select the Autoresponder email and click the Pencil icon.

7. In the Recipient Tab, select the Email field you created in the Recipient Email list.

8. Click the Save button and you're done.

Let us know if you need any more help.