Remind contact they've already completed a worksheet (similar to event registration)
Lauri Smith
Have the option to let contacts know if they've already completed a worksheet. Possibly even to change their answers if they have already submitted it once.
Ideally, I'd like to be able to turn this feature on for some worksheets and off for others. There's a lot of variety in "worksheets" - from Podcast Guest Questionnaires to questionnaires for program exercises. Different things are needed in my flow for different types.
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Tue Olesen
Great point, and a lot of flexibility is certainly required here.
I have been solving this by having a worksheet triggers immediately sending the users a confirmation email thanking them for their response.
The confirmation email says "thank you for the response" in a polite way, then offers the user that they can activate a reminder in say 3 months to go back and review their answers, and fill out a new sheet. There's an Action link that, if clicked by the user, starts them into an automation that:
1) Waits 3 months
2) Sends them a reminder email
3) Goes back to step 1
The reminder email sent out by the automation contains a link to the worksheet, and an Action link to stop the reminder automation so that it is within the user's control.
So, two templated emails and a simple automation. Would that work?