Workflow reminder emails
When you create a workflow in Snapforms, you can set up multiple email notifications for each workflow step.
Email notifications are generally used to notify workflow participants about a pending workflow step; however, you can also use them to remind participants to action a task or follow up at a later time.
For example, you may want to send four reminder emails sequentially at 1 day, 4 days, 7 days, and 14 days. These emails may be sent to a different participant each time or to multiple participants.
Set up a reminder email
- On the relevant workflow step, under Workflow recipients, click Add recipient.
- Enter the email address of the person who needs to complete this workflow step. If there are multiple people, enter each email address separated by a comma.
Tip: The email address can be dynamically populated from an Email field on your form. To do this, click the Insert form answers link and copy/paste the short-code for the Email field. Short-codes can also be used to personalise content in the email subject and body. - Enter the email subject that you want to appear as the ‘Subject:’ on the email, e.g. {{first name}} {{last name}} is due for their 6-month review.
- In the email body, customise the message using the rich-text editor toolbar. In most cases, the ‘Workflow Link’ should be included to enable recipients to easily access the form and complete the workflow step.
- (Optional) Enable response attachment options if required.
- Tick Delay sending email after form completion instead of sending immediately.
- Enter the delay period, e.g. 7 days, 3 weeks, 6 months, etc.
- (Optional) If this email should only be sent when conditions are met in other fields on the form, tick Enable conditional logic for this recipient and add the appropriate rules.
- Repeat the above steps for each reminder email required.