Automatic Reminders

Reminders allow you to recover abandoned responses and speed up processing of pending cases.

Principle

Formulr automatically sends reminders to users who:

• Haven't completed their form
• Have a response awaiting action
• Need to provide additional information

Types of Reminders

Incomplete Forms

For users who started but didn't finalize:

Parameter	Description
Delay	Time before first reminder
Frequency	Interval between reminders
Maximum	Max number of reminders

Example:

• First reminder: 24h after abandonment
• Following reminders: every 3 days
• Maximum: 3 reminders

Additional Information Requested

When information is missing:

1. You request additional information (via response details)
2. The user receives a notification
3. Automatic reminders are sent if no response

Pending Signatures

For unsigned documents:

• Automatic reminder after X days
• Configurable per document template
• Integrated with Yousign

Configuration

Enable Reminders

1. Open your campaign
2. Settings > Reminders
3. Enable the desired reminder type

Available Parameters

Option	Description
Enable	On/Off
Initial delay	Hours/days before first reminder
Interval	Time between each reminder
Maximum number	Reminder limit
Hours	Allowed sending times
Days	Exclude weekends/holidays

Sending Hours

Avoid sending at inappropriate times:

• Allowed hours: 9am-7pm by default
• Allowed days: Monday-Friday
• Time zone: Based on user or fixed

Customize Messages

Reminder Template

Each reminder type has its template:

Hello {{ user.firstName }},

You started filling out the "{{ campaign.title }}" form
but haven't finished it yet.

Click below to resume where you left off:

<a href="{{ link.continue }}">Resume my form</a>

{{ remaining_fields }} fields remaining to complete.

Best regards,
The team

Specific Variables

{{ remaining_fields }}      // Number of remaining fields
{{ progress_percent }}      // Completion percentage
{{ last_activity }}         // Last activity
{{ relance_number }}        // Reminder number (1, 2, 3...)
{{ days_since_start }}      // Days since start

Advanced Customization

Adapt the message based on context:

{% if relance_number == 1 %}
  Quick reminder: your form is waiting for you!
{% elsif relance_number == 2 %}
  Don't forget to finalize your request.
{% else %}
  Last chance to complete your form.
{% endif %}

Reminder Strategies

Progressive

Increasing intensity:

1. D+1: Friendly reminder
2. D+4: Reminder with help
3. D+7: Urgent reminder
4. D+14: Last reminder

Contextual

Adapted to the journey:

• Early abandonment: "Need help getting started?"
• Mid-journey abandonment: "You only have X fields left"
• Late abandonment: "You're almost there!"

Incentive

With motivation:

• Remind of benefits
• Deadline if applicable
• Offer assistance

Tracking and Statistics

Available Metrics

Metric	Description
Recovery rate	% of forms completed after reminder
Reminders sent	Total number sent
Average delay	Time between reminder and completion
Unsubscribes	Users who unsubscribed

Dashboard

In Statistics > Reminders:

• Recovery trends
• Performance by reminder type
• Best sending times

Exclusions

Automatic Exclusion

Some users are automatically excluded:

• Unsubscribed from reminders
• Invalid email
• Response already completed
• Maximum number reached

Manual Exclusion

For a specific response:

1. Open the response details
2. Actions > Disable reminders

Best Practices

1. Manage Frequency

• No more than one reminder per week
• Maximum 3-4 reminders total
• Respect user preferences

2. Provide Value

Each reminder should:

• Remind of the benefit
• Offer help
• Facilitate resuming

3. Personalize

• Use first name
• Mention the context
• Adapt the tone

4. Test and Optimize

• A/B test messages
• Analyze performance
• Adjust delays

5. Respect GDPR

• Unsubscribe link required
• Privacy policy accessible
• Deletion after expiration

Workflow Integration

For advanced scenarios, combine with workflows:

[Every day at 10am]
    ↓
[Incomplete responses > 48h]
    ↓
[If VIP = Yes]
    → [Phone call by sales rep]
[Else]
    → [Standard reminder email]

Learn more about workflows →

Next Steps

• Notifications - Email configuration
• Workflows - Advanced automation
• Responses - Manage responses