How do i trigger a follow up email when someone has not completed a answer? | Community
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How do i trigger a follow up email when someone has not completed a answer?


Hi Community, im trying to setup auto-follow up emails to users that started to complete a form.

Example:
User Completed:
Q & A 1)Name

Q & A 2)Email
Q & A 3) Mobile Nr

Did not Complete:

Q & A 4 - 10) Mobile Device type? 

Within X minutes or hours after completing Q & A 3) BUT not completing Q & A 4) I would like to send a follow up email when the user drops off.

The email will embed the link to the Q & A 4) to revert and complete. 

Thank You

Best answer by john.desborough

@Sebastien Chaix - from a user here.. 

You might want to consider breaking up the form into two forms - the first where you ask for their name and email for example and then pass them to the second form where the actual survey is located. use hidden fields to pass the email and other data from form one 

this would allow you to capture the email early and have it submitted, then you could correlate the survey completion responses with the email being in both form data sets (or in one only), allowing you to retarget people. 

Here is a little example of how I have structured this. there are multiple threads in the Community on how to use hidden fields, just search for them at the top of the screen. 

 

hope this helps

 

des

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Liz
Community Team
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  • Tech Community Advocate
  • February 10, 2021

Hi @Bettr (Tyler) - First, love the name ha! We don’t save data until the respondent clicks the submit button, so if the respondent starts the form but doesn’t submit, the data isn’t captured in the builder. The respondent would need to submit the form in order for you to have that data. Though, this is a great suggestion, and we’ll note it! :grinning:


Hi there! I was trying to figure out how we can retarget the people who didn’t complete the form and wanted to follow up by email for those who gave their email at the beginning of the form but did’nt complete it. 

What would be our options to follow up if the email is only collected if the form is submitted ?


john.desborough
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@Sebastien Chaix - from a user here.. 

You might want to consider breaking up the form into two forms - the first where you ask for their name and email for example and then pass them to the second form where the actual survey is located. use hidden fields to pass the email and other data from form one 

this would allow you to capture the email early and have it submitted, then you could correlate the survey completion responses with the email being in both form data sets (or in one only), allowing you to retarget people. 

Here is a little example of how I have structured this. there are multiple threads in the Community on how to use hidden fields, just search for them at the top of the screen. 

 

hope this helps

 

des


Hey John! 


Thanks a lot for the quick response. 
This is exactly the idea i was thinking about so I’m happy to learn how you structured that. I’ll have a look,

 

Have a great day


  • Navigating the Land
  • March 1, 2022

Just checking, is it possible for Typeform to automatically notify users who have not completed a form, if the survey is not collecting their email or other personal information?


Gabriel
Ex–Typefomer
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  • Community Team
  • March 1, 2022

As far as I understand, if you don’t have their email address, Typeform cannot reach out to respondents at all - whether they have completed the form or not. 

Why can’t you collect their emails @Cara ? What sort of notification are you talking about?


Liz
Community Team
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  • Tech Community Advocate
  • March 1, 2022

@Cara if you’re using a CRM system or ESP, you could also send out a reminder email to tell people to fill out the form. 

Depending on which one you’re using, you may or may not be able to create a workflow that would know which people have filled it out and which haven’t (though you would need to collect their emails to do this). 

 


  • Navigating the Land
  • December 14, 2023

We’re using an embedded form on our website. If the suggestion is to break apart your forms, then how would this work for embedded forms? Looks like the only option to link the forms is to use a url redirect which would redirect the user to an entirely different page - which defeats the purpose of the embed and takes them away from our main site

 

How can you split your forms without having this disrupting redirect? 


Liz
Community Team
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  • Tech Community Advocate
  • December 14, 2023

Hi @lovedev You could definitely redirect them to another embedded form on your website. When doing that, you’ll then follow the steps here for passing those hidden fields in the redirect URL. 


  • Navigating the Land
  • December 14, 2023

@Liz so basically you have to redirect them to another page, right? preventing the need to reload the page or go to another page is the problem I’m hoping to solve for


Liz
Community Team
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  • Tech Community Advocate
  • December 15, 2023

@mathio might have a techy solution to reloading within the same iFrame! 


  • Navigating the Land
  • December 15, 2023

open to any ideas! @mathio 


mathio-tf
Typeform
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  • Typeform
  • December 18, 2023

Hello @lovedev 

you can chain your typeforms (keep them inside the embed iframe) by setting up a redirect and setting data-tf-redirect-target attribute to _self - see embed SDK docs.


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