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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 over a week ago

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?

Submitters are marked as "Incomplete" when they:

  • Start an application but use Save & Logout

  • Time out of the form

  • Leave the form without saving or submitting

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


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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