Workflow reminder emails
When you create a workflow in Advanced Forms, you can set up multiple email notifications for all workflow steps.
Email notifications are generally used to notify workflow participants about a pending workflow step; however, you can also use them to remind participants to act on a task or follow up later.
For example, you may want to send four reminder emails sequentially at one day, four days, seven days, and 14 days. These emails may be sent to a different participant every time or to multiple participants.
Set up a reminder email
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On the appropriate workflow step, under Workflow recipients, click Add recipient.
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Enter the email address of the person who needs to complete this workflow step. If there are multiple people, enter all email addresses separated by a comma.
The email address can be dynamically populated from your form’s Email field. To do this, click the Insert form answers link and paste the Email field short-code. Short-codes can also personalize content in the email subject and body.
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Enter the email subject you want to appear as the Subject: for the email. For example, {{first name}} {{last name}} is due for their 6-month review.
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In the email body, customize the message using the rich-text editor toolbar. In most cases, the Workflow Link should be included to enable recipients to find the form and complete the workflow step.
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(Optional) Enable response attachment options if required.
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Select Delay sending email after form completion instead of sending immediately.
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Enter the delay period. For example, seven days, three weeks, six months.
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(Optional) If this email should only be sent when conditions are met in other fields on the form, select Enable conditional logic for this recipient and add the appropriate rules.
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Repeat these steps for all reminder emails required.