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Form Automation daily & weekly reminders

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I recently purchased the Form Action Automation adon and I'm struggling with configuring the autoresponders for two forms I'm using. The first form is a daily inventory form where the manager will log his daily inventory count twice a day. My goal is to send an autoresponder via at 5 pm and 12 am to remind the respective shift managers to input their daily inventory. The second form is the weekly inventory todo list which the General Manager will complete every Monday of the week. The goal here is to send an email as to the General Manager to update weekly inventory list.

How would I go about configuring the autoresponders for these two form?

Thanks

I'm not convinced the Form Automation Add-on is the right tool to accomplish this task. With this add-on, the autoresponders are sent after a form entry is created. You want to send the managers a reminder email before a form entry is created. The only way to achieve your requirements with the add-on is to make sure the managers have filled out at least one form already. Then you can have an autoresponder that triggers and email for the next day. The following day's form triggers the email for the following day, etc.

The problem I see with this method is how will you handle it if the manager is out of work for the day? The reminder will be sent, but no form will be filled so the reminder chain will be broken until the manager fills out the next form.

A better approach might be to create a cron job that runs every day at the specified times. This way it is not dependent on the creation of a previous form entry.

Hey Victor,

I've tried the cron aproach and it's somewhat difficult. In the meantime  here's Laura responds to my question in support:

You'd create a separate form to set up the autoresponders.  You can set up one form for all of them or separate forms.

With one form:

add a Dropdown or Radio Button field for Reminder type

daily inventory 5:00 pm
daily inventory midnight
weekly inventory

start date for reminder
name
email
create three Email Notification action, one for each kind of reminder

in the Content, put the email text you want and a link to the form to be filled out
send Notification to the email address field
in the Autoresponder section,

send this notification at the appropriate time on the start date field (e.g. 5 hours after for 5:00 am)
for the daily reminders, choose every 1 day
for weekly reminders, choose every 7 days

use Conditional Logic to send this notification only when the appropriate reminder type is chosen in the reminder type field

fill out entries for each person you'd like to remind

set the start date as the next appropriate date (e.g., on the weekly reminder, put the next Monday)

The basic approach for setting up regular email  reminders is described here:

https://formidableforms.com/knowledgebase/schedule-autoresponder/#kb-create-a-yearly-email

Please ask any questions you have!  I'm here to help.

I'm working on setting up the form while I await answers to a few questions I will share here as well:

The "start date for reminder", would that be calendar field?
Is possible to import the email addresses you want the reminders to go to to avoid having the receiver of the email completing the reminder form?
I'm kind of lost with the logic of how this works,  "send this notification at the appropriate time on the start date field (e.g. 5 hours after for 5:00 am" Could you clarify how I would get the email to send out at 5 Pm?

 

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