Form Owners and Admins can now set up Automatic Reminders to help ensure submissions are processed in a timely manner. These reminders automatically send email notifications based on the number of days since a submission moved forward in the workflow. This reduces the need for manually sending reminders or following up with recipients. Automatic Reminders can be set up on a step-by-step basis.

In this article:

How to setup Automatic Reminders

How to Track Reminders 

How to setup Automatic Reminders

Things to know before setting up

• Reminders include weekends and holidays.

• Reminders are triggered based on elapsed days, not specific dates or times.

• There is no limit to the number of reminders sent per submission.

To set up reminders, follow these steps: 

1. Navigate to the Approver / CC page for your form.
   
2. Locate the step where you want to add automatic reminders and click the Reminders tab
   

3. Add Reminder to create a new reminder
   
   

4. Enter the number of days after which the reminder should be sent if no action has been taken.
   
   

5. Customize the Subject and Body of the email as needed and click Save.
   

6. Once Saved, your Automatic Reminders are active. Any existing submissions that meet the set timeframe will receive their first reminder within 10 minutes.

How to Track Reminders 

All recipients with pending forms at the specified step will receive start to receive reminders once the days have lapsed.

Note: Recipients cannot unsubscribe from reminder emails, and reminders cannot be disabled in account settings. 

To view and track reminders, you will navigate to the following areas: 

1. Form History

   • Automatic Reminders will be logged in the form history.
     
     

2. Responses Page

   • A new reminder indicator will appear on each submission that received a reminder.

   • Hover over the indicator to see how many reminders have been sent for that step.

   • The reminder count resets once the submission moves forward.