Save & Resume allows form users to save their progress and finish an incomplete entry at a later date. When enabled, a user will be provided a link to their in-progress entry upon saving their form. They can return to this link as many times as needed to complete their entry within an allotted timeframe of your choosing. Upon saving, form users will have the choice between copying the link directly or emailing it to themselves.
Once a user saves their form for the first time, you can review the entry audit log to see when it was saved, along with all subsequent saves within a one hour time period.
Enabling Save & Resume
To enable Save & Resume from the Build page of your form:
- Open the Workflow menu.
- Toggle Save & Resume to On. Once toggled, a Save button will be added to the bottom of your form.
- Select whether the Incomplete entry should Never expire or if it should expire After a select amount of days, up to 28 days.
- Check the box next to Send resume links to embedded forms if you have an embedded form and you’d like to send people back to your website.
Remember that Save & Resume is only for Incomplete entries. If you want a Save action to be available at a later step in a workflow, you can create your own Save action.
Save & Resume Email
The email notification under Save & Resume settings is where you’ll customize the email that sends a Save & Resume link.
In the top field, input the display name you’d like the email to be from. In the bottom field, input the email address you’d like the email to be sent from. Click into a field to use the Insert Field option to populate a value from your form if you’d like.
You have two options when it comes to the form user’s email address. You can leave this field blank for the form user to input an email address of their choosing. Or, you can use the Insert Field option to populate an email address from an email field that already exists on your form.
Create a subject line for your email. You can click into the Subject field to open the Insert Field option to populate data from the form’s entry if preferred.
Input the message for your email here. Click into the Message field to access formatting options, include images or links, or to include entry data using the Insert Field option.
Check the box next to Org & Form Name to include your organization and form name within the email.
If someone chooses to send a Save & Resume link to themselves, here’s an example of what they’ll see:
Sending Save & Resume links for Incomplete entries
As a form builder, you can manually send a form user a Save & Resume link from the Entries page as needed. A Save & Resume link will always take on a Public role.
To manually send a Save & Resume link from the Entries page:
Click the Incomplete entry you’d like to send a Save & Resume link for.
Click Share button at the top of the entry view.
Open the Link Type dropdown field and select Save & Resume.
Determine who you would like to share the Save & Resume link with:
Select Specific Person to input one or more email addresses to send the link to. Once inputted, click Share to send the email. (Hint: Separate multiple email addresses by a semi-colon.)
To copy the Save & Resume link, select Anyone With Link. Click Copy to copy the link and paste it as needed.
If you’d like the link to expire after a certain time, select the number of days in the Expire field.