Save & Resume Options


Long forms can benefit from giving respondents the option to save their form and resume it at another time. To do this, select your form in the “My Forms” list and open the “Display Options” tab and check the box next to “Allow respondents to save their progress and resume the form later.”

If a respondent chooses to save their form to submit later, they’ll enter their email address and create a password to save the form.

save-resume

Once they’ve entered the email address and password, they will receive confirmation that their response was saved.

saved

When they return to complete the form, they will need to provide the same email and password combination they initially created.

s-r-login

Send Reminder and Reset Password

If your respondent starts a form and then saves it without completing it, the partially-completed response will appear in the “Incompletes” tab under “My Responses.” In this case, when viewing the response you’ll see the following options:

  • Send Reminder
  • Reset Password
  • Finalize Response

Response saved by respondent

“Send Reminder” allows you to send a short email to the respondent reminding them that they started but did not complete the form. The password for their saved response remains as they originally set it.

Send Reminder

You can customize the text of this email to suit your individual needs.

“Reset Password” resets the password for the form to a random string and sends an email to the respondent.

“Finalize this response” marks the response as complete and moves it to the “Responses” tab.

Reopen for Editing

The “Reopen for Editing” feature appears in two places on FormAssembly. When a response is marked as incomplete but was not saved by the respondent, the “Reopen for editing” option appears in the toolbar for that incomplete response.

Response being reviewed

“Reopen for editing” also appears in the toolbar for completed responses. This can be useful when the form has changed and you would like previous respondents to update their responses.

Finished Response Options

“Reopen for editing” allows you, as the form owner, to send a new password to a respondent who has not completed a response, even if the save and resume option is not enabled for a particular form.

Reopen Response

In order for this to be effective, you must either collect the respondent’s email address on the form or have another way of acquiring it. You can modify the text of this message to suit your individual needs, but take care not to change the password.