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Automated email reminder to responders who haven't completed a form


Hi! I am working on a membership automated flow for our company. What I want to do is:

Application process:

Stage 1: Answer form 1 - wait for 2 working days after submission to send an email acknowledging receipt of application (already set this time delay up on MailChimp)

Stage 2: Answer form 2 - this is where my question goes in. Is there a way for us to detect which applicants who completed form 1 haven’t submitted form 2? Because what we’d want to do next is to send them automated reminder emails (e.g. “5 days left to submit form 2”). 

 

I know we can detect them manually if we check each applicants, but my clients want it automated so we can focus on other areas of our network. Thanks!!

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Best answer by john.desborough 5 July 2022, 17:09

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Userlevel 7
Badge +6

@heyitscamille - just a thought but you could apply a tag in Mailchimp when the user submits form1 (ie form1_complete) and then again when a user submits form 2. (ie form2_complete)

you would then set up your automation to send to all those with “form1_complete AND NOT form2_complete” 

i know that you can create and use tags in Mailchimp but it is not a platform that I use personally so I can’t give you the specifics. 

des

Many thanks for the info, John! I will take a look into it and try reaching out to MailChimp’s support as well.

Userlevel 7
Badge +5

Let us know what they say, @heyitscamille! 😉

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