Pattern: Customize Web Form Reminder Emails
Thomas_937381 Posts: 196
The Email: Send a web form action allows one to gather structured data from a person without a Catalytic account, i.e. an individual outside your organization. You may want to send a specific number of email reminders to an individual to complete a form, each after a certain amount of time has lapsed.
The attached pattern does several things:
- Save the web form URL from your Email: Send a web form action to a text field
- Creates an iterative counter, with a maximum number of loops (i.e. reminder emails), to be defined by you when starting the workflow
- Continues to send reminders until the form is submitted, or until the max number of reminders is sent
Note that in test starts of a workflow, delays are not respected. The delay on several steps will need to be updated – all of them contain (delayed) in the step name. The default delay for these steps is 1 minute to illustrate how the pattern works.