Here are the steps to send a follow-up form:
First, you need to create your forms.
Example: We have two forms: ‘Follow-Up Form 01’ and ‘Follow-Up Form 02’.
Our first step is to gather information from users.
Our second form is to collect additional information later from the same clients without collecting user info again.
To send a follow-up form after the initial submission, you must set up a process.
Under the ‘Messaging’ section, you will get the ‘Send Email’ step.
Click the ‘Edit Email’ button to create 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.
