Follow-Up Mode
Re-engage users who haven't completed the form
Follow-Up Mode re-engages users who haven't completed the form. Choose a stop condition (Dismissed, Partial Submission, or Completed), set how many times to show the form, and optionally add a wait between attempts and a stop-after duration.
When to use
- Increase completion rates — Give users another chance if they closed the form without submitting.
- Recover partial submissions — Re-show the form to users who started but didn't finish.
- Respect user choice — Use "Completed" as the stop condition so you don't ask again after a successful submission.
- Control persistence — Limit maximum attempts and add wait times to avoid being intrusive.
Stop conditions
| Condition | When follow-up stops |
|---|---|
| Dismissed | User closed the form without submitting. |
| Partial Submission | User started the form but didn't finish. |
| Completed | User submitted the form successfully. |
Configuration
Stop Condition — Choose when to stop following up: Dismissed, Partial Submission, or Completed.
Maximum Attempts — How many times to show the form to each user (e.g. 3). After this, no more follow-ups.
Wait Between Attempts — Optional. Time to wait before showing the form again (e.g. 24 hours). Helps avoid feeling pushy.
Stop After Duration — Optional. Stop following up after this duration from the first attempt (e.g. 7 days). Even if Maximum Attempts isn't reached, follow-ups stop after this period.
Tips
- Start with Dismissed — Re-engage users who closed the form; they may have been interrupted or distracted.
- Use Partial Save — Enable Partial Save so users can resume where they left off when the form reappears.
- Set reasonable limits — 2–3 attempts with 24–48 hours between often works well. More can feel spammy.
- Combine with Recurrence — Recurrence Settings control the overall cadence; Follow-Up Mode handles the re-engagement logic.
Related
- Recurrence Settings — Control how often the form appears
- Partial Save — Save incomplete responses for later