Steps to send follow-up forms

Create your forms

For example, we have two forms ‘Follow Up Form 01’ and ‘Follow Up Form 02’.

Our first form is to collect user’s info.

Our second form is to collect additional information later from the same clients without collecting user info again.

Add the email send step

Under the ‘Messaging’ section, you will get the ‘Send Email’ step

Please, click on the ‘Edit Email’ button, to design the email template for that step.

Here, you can see all the existing forms and you can add ‘Follow Up Form 2’ to the email body