CONFIGURE REMINDER SETTINGS
You can send automatic reminders to form respondents by configuring Automatic Reminders on the Form Options page.
Setup Automatic Reminders
You can enable automatic reminders for your form. Reminders can be send via email and/or SMS (Premium + Boost plan required for SMS). This guide shows how to setup Automatic Reminders. NOTE: Reminders are sent on or slightly before the reminder time that is set. Our system checks for upcoming reminders multiple times per hour and sends them. We send ahead of schedule in most cases to ensure reminders are not missed and that we have multiple attempts to check for upcoming reminders.
Sections in This Guide
CONFIGURE REMINDER SETTINGS
You can send automatic reminders to form respondents by configuring Automatic Reminders on the Form Options page.
Using Time/Date fields with Reminders
If you added time/date settings on your options when setting up your form, those settings will be used in Reminders. NOTE: Using Time/Date fields is not required for setting up reminders.
ADD A CUSTOM MESSAGE ON REMINDER EMAILS
You can add a custom message that will be included in reminder emails.
1
Start on the Form Options page.
2
Scroll down to the Form Settings. Click 'Setup' on Automatic Reminders.
3
Go through each option on the Reminder Settings to setup your key reminder settings. SMS reminders are available on our Premium + Boost plans.
4
Scroll down to enable reminders on the options you want to send reminders for.
5
Enable ALL options for reminders, or choose which options you want to send reminders for.
6
EVENT TIME is the setting you MUST configure or check to make sure it is accurate. The Reminder Sends At time is auto-calculated from your Reminder Settings above (Step 3) using the EVENT TIME.
7
You can manually set Event Time for each option or Auto Detect Event Times. Auto-detection will scan each reminder option and propose an Event Time if it finds any info to help it suggest one (you should check these and edit as needed).
8
Once you have enabled reminders for options, and set Event Times, click 'Save Reminder Settings' to create the reminders. Reminders will be sent on or slightly before the Reminder Sends At time for each option.
Using Time/Date fields with Reminders
If you added time/date settings on your options when setting up your form, those settings will be used in Reminders. NOTE: Using Time/Date fields is not required for setting up reminders.
1
Go to the Edit page for your form.
2
Expand 'Advanced Options'. Enable "Assign dates/times to options'. This will allow you to configure a date field that is associated with each option. You can Analyze Options for Dates/Times to have AI suggest dates/times or manually configure them by clicking the calendar icon on each option.
3
Clicking 'Analyze Options for Dates/Times' will parse each option and suggest a date/time if it can find one.
4
When dates/times are found or set, the calendar icon will turn teal with a check.
5
Save your form to save dates to your options. The saved dates will be used as the Event Time in Reminder settings.
6
When a form has dates/times saved on each option, Event Time will be locked and must be changed directly on the form.
ADD A CUSTOM MESSAGE ON REMINDER EMAILS
You can add a custom message that will be included in reminder emails.
1
At the bottom of the Reminder Settings page, you can add a Custom Message to be send in the reminder emails.
