I'm trying to have people go back in after they've submitted the form and fix things. I've marked the entries incomplete and want to, whenever the form is deemed incomplete, have an automatic email response sent to the enterer asking them to complete other details. How do I do this?
Here is a detailed description of how to automatic the process of asking your customers to make changes after they have submitted their Cognito Forms.
Enable Link Sharing
- Turn on
Entry Link Sharing
Allow Edit Linksto
- Click on the email template to customize the email that will be used when you share view/edit links with your customers.
- Make sure to specify the field on your form that contains the email address of your customer
Enable Save & Resume
Submission Settings, enable
Save & Resume:
Share Edit Links
Entries, select the entry you want your customer to update and follow these steps:
Shareabove the entry
Share a Link-
Edit Link, select
Get Linkto mark the entry as
Incompleteand create an edit link for the entry
- Further customize the sharing message to provide instructions and click Send
You customer will then receive the email asking them to make changes, including a link to edit their submission. They will be able to edit the entry, including saving incremental changes, until they click Submit. When they click submit, they will no longer be able to make changes using this link and the normal submission emails and integrations will be kicked off.