Enhanced Email and Text Automation for Forms
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Brent Whitley
We would love to see expanded functionality for form delivery and automation. Currently, the system allows setting the default form delivery method to either email or text, but having the option to send forms via both email and text simultaneously would be incredibly valuable.
Additionally, it would be beneficial to customize email and text automation settings on a per-form basis. For example, our intake form is time-sensitive, and it would be ideal to enable delivery via both channels—sending multiple follow-ups through both email and text until the form is completed.
Overall, we’re looking for enhanced flexibility and control over email and text automations to improve completion rates. Thank you for considering this improvement!
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Niña Pinpin
This sounds great! This feature would be incredibly helpful for all IntakeQ users. It would significantly improve form completion rates and make managing time-sensitive forms, like intake forms, much easier. This added flexibility would definitely benefit many users.
Kate Patalinghug
I completely agree with this request! Having the ability to send forms via both email and text at the same time would be a game-changer, especially for time-sensitive forms like intake forms. The option to customize follow-up reminders for each form would also be incredibly helpful in ensuring that nothing gets missed and that completion rates improve. This added flexibility would greatly streamline processes and boost efficiency. Thank you for considering this feature—it's definitely a valuable improvement!