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Admin - Incomplete Submission Reminder Email

Automatically remind users to finish incomplete submissions by enabling the reminder email in Notifications and Submission Settings.

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Written by Halle McCaslin
Updated this week

Incomplete Submission Reminder Email

The Incomplete Submission Reminder Email is an automated message admins can enable to remind users who started—but didn’t finish—their application to return and submit it.

Who Receives It?

Submissions are marked “Incomplete” when a submitter clicks “Save and Logout” at any point in the form without submitting. All entered information is saved, but the submission remains unfinished. Only submissions in Incomplete status will receive the reminder email. Submissions in New status (never submitted and never saved/logged out) will not receive the reminder.

These users are eligible to receive reminder emails prompting them to return and complete their submission.

See the Status Definition article for further clarification on status definitions.


When Will It Be Sent Out?

The Incomplete Submission Reminder Email is sent out automatically at 2:00 AM on the scheduled day of your reminder start.

  • The first reminder goes out the number of days you set in Reminder Start after a submission is marked incomplete.

  • Additional reminders are sent based on the Reminder Frequency you configured.

Example Timeline:

  • Reminder Start = 3 days

  • Reminder Frequency = 2

  • A submission marked incomplete on June 1 will trigger:

    • First reminder on June 4 at 2:00 AM

    • Second reminder on June 5 at 2:00 AM

This ensures reminders are consistently sent at the same time each day they are scheduled.


How to Enable the Reminder Email

To activate the Incomplete Submission Reminder Email, you’ll need to enable it in two locations:


1. Notifications Page

  1. Click the Mail icon on the left navigation panel to access the Notifications page.

  2. Click Edit.

  3. Check the box for "Incomplete Submission Reminder."

  4. Select the corresponding email template—typically called "Incomplete Submission Reminder Email" (unless renamed).

  5. Click Save to confirm the notification is enabled.


2. Submission Settings (Configuration Page)

  1. Click the Gear icon on the left navigation panel to open Configuration.

  2. Go to Submission Settings and click Edit.

  3. Scroll to find "In-Progress Submission Reminder Config."

  4. Check the box to enable it.

  5. Set:

    • Reminder Start: How many days after a submission becomes incomplete the first reminder should send.

    • Reminder Frequency: How many total reminder emails should be sent.

  6. Click Save to activate the reminder settings.


Once both steps are complete, your Incomplete Submission Reminder Email will automatically send to eligible users based on the schedule you configured.

Additional Email Resources:

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