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Follow ups option not appearing in settings


I want to send customised follow up emails depending on survey respondents’ answers to a specific question, I’ve found a help article that describes exactly what I want to do...but my settings bar doesn’t have “Follow ups” as an option, only “Notifications”. How do I access follow ups?

 

Best answer by Liz

Hi again, @nikkilightful ! The support team let me know that for forms that existed before the new follow-ups feature, this feature is still being added to those forms. 

Though, to force the new feature on previously existing forms, you can delete and turn off any existing notifications, then click publish. Afterwards, the form will update with the new follow-up feature. 

 

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Liz
Community Team
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  • Tech Community Advocate
  • 15012 replies
  • October 11, 2023

Hi @nikkilightful Oh interesting - all accounts should have this option. If you click on notifications, do you mind sending a screenshot of what you’re seeing in that setting? 


Here’s what I’m seeing. This is an old survey so I think that’s why - I tried duplicating it and “Follow ups” appeared in the new version.

I’ve tried editing and republishing to see if that made “Follow ups” appear, but it didn’t. Is there anyway to get the settings to update for an old form or do I just have to use the duplicated version? That would be a ton of extra work for me so I’d like to avoid if possible!


Liz
Community Team
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  • Tech Community Advocate
  • 15012 replies
  • October 12, 2023

That’s a really great question, @nikkilightful . Let me ask the support team! I thought all forms were to switch over to follow-ups, but I might have missed an update. 


Liz
Community Team
Forum|alt.badge.img+5
  • Tech Community Advocate
  • 15012 replies
  • Answer
  • October 12, 2023

Hi again, @nikkilightful ! The support team let me know that for forms that existed before the new follow-ups feature, this feature is still being added to those forms. 

Though, to force the new feature on previously existing forms, you can delete and turn off any existing notifications, then click publish. Afterwards, the form will update with the new follow-up feature. 

 


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