Can I send out automated reminders to people who haven't finished filling out their form?

Yes – Cognito Forms supports automated reminder emails for Workflow Tasks. You can set up reminders in your Task view settings and schedule them to be sent before, on, or after a task’s due date. This helps keep workflows on track by automatically notifying assigned users when their task is due or overdue.

To create an automated reminder email:

  1. Go to your form’s Entries page and open the Task view settings.
  2. Set a Due Date for the tasks.
  3. Check the Send Reminders option, customize the reminder notification, and schedule when it should be sent.
  4. Click Save to apply your changes.

Note: Reminder emails are only available for Workflow Tasks. If you need to send a one-off notification for an entry outside of a task workflow, you can manually send an email notification from the Entries page.

To manually send an email notification:

  1. Go to your form’s Entries page.
  2. Open an individual entry and select Email at the top.
  3. Choose an existing email notification template and edit it if needed.
  4. Click Send.

For more details on setting up Workflow Tasks and reminders, visit our guide on automated reminder emails.