Win back visitors who leave with a reminder mail

Many visitors type their e-mail address and then leave without sending. With the reminder mail they get a mail with a link that takes them back to their answers, exactly where they stopped. Once someone sends the form, no reminder goes out.

Requirements

Funnelforms Pro. This feature is not included in Funnelforms Free.
A contact step with an e-mail field.
In the EU privacy mode a consent box in the contact step, or you choose the notice as basis (see "Box or notice?").
You have the right to edit forms.

Where to find it

Open the form in the editor in the workspace Settings and go to the section Win back visitors who leave. Switch on Reminder mail there.

Features at a glance

One mail to visitors who entered their address and left the form, with a button back to their answers.
Allowed by: A box the visitor ticks or A notice under the e-mail field with the button Don't remind me.
Send after: 30 minutes to 24 hours.
Subject and text of your choice, as Designed mail or Plain mail.
Second reminder: one more mail a day after the first.
Tell me as well: a mail to the recipients of the form's notification with the address and the answers so far.
Abandoned entries under Entries and the recovery in the statistics of the form.

Step by step

Open the form in the editor and click Settings.
Under Win back visitors who leave, switch on Reminder mail.
Choose the e-mail field whose address gets the reminder.
Choose the basis under Allowed by. For A box the visitor ticks, choose a consent or checkbox field of the contact step under Box. Its text should say that you send one reminder, e.g. "Remind me by e-mail if I leave before sending."
Under Send after, choose when the reminder goes out, for example after 1 hour.
Change subject and text. Unchanged, the subject is "Your answers are waiting for you". Write {{resume_url}} where the button back to the answers should go.
Switch on Second reminder and Tell me as well if you like.
Publish the form.

How it works

When does a visitor count as leaving?

As soon as the chosen e-mail field holds a valid address and the visitor leaves the field or the page, Funnelforms keeps the address, the name and the answers so far as an abandoned entry. Uploaded files are not kept. If the visitor sends the form, the abandoned entry becomes a complete one and the reminder is dropped.

Box or notice?

With the box, Funnelforms keeps the address only if the visitor ticked it. In the EU privacy mode this is the safe choice, and the editor starts with it. With the notice, the e-mail field says that a reminder may come, unchanged "If you leave without sending, we will e-mail you one reminder with a link back to your answers.", together with the button Don't remind me. The address is then kept as soon as it is typed; check this with your privacy policy. In the global privacy mode the editor starts with the notice. More in Privacy mode.

How often are visitors reminded?

Each address gets reminders of a form at most once in 30 days, however often it leaves. Each form sends at most 100 reminders in 24 hours. Every mail has the link Don't remind me at the bottom; after it, that address gets no reminder of this form for 30 days.

What is in the mail?

Your subject and text, in the language in which the visitor saw the form. Placeholders such as {{form:title}}, {{field:…}} and {{answers}} work too. {{resume_url}} places the button back to the answers; without the placeholder, the button goes at the end. The sender is that of the form's first mail to visitors, else the site's.

Where do I see who left?

Under Funnelforms → Entries with the filter for abandoned entries, with states such as Abandoned, reminded, the last step and the reminder. Abandoned entries run no actions, do not count in exports and statistics and are deleted 30 days after the last reminder. The statistics of the form show how many left, how many were reminded and how many were Recovered by reminders.

Best practices

Send the reminder after about an hour, while the interest is still fresh.
Write briefly and kindly what is still missing, and make the button stand out.
Add the reminder mail to your privacy policy.

Troubleshooting

Problem	Cause	Solution
"The e-mail field of the reminder no longer exists."	The chosen field was deleted.	Choose another e-mail field.
The form cannot be published in the EU mode	No box is chosen.	Add a consent box to the contact step and choose it, or use the notice.
A visitor who left gets no mail	The address was reminded in the last 30 days, the visitor clicked Don't remind me, or the box was not ticked.	Check the entry under Entries with the filter for abandoned entries.
Reminders arrive late	Scheduled tasks of WordPress run on the website only with visits.	Set up a real cron job for WordPress with your host, see Diagnostics and Site Health.

Tips

The link in the mail fills in address and name again, so visitors do not type them twice.
With Tell me as well you can call hot leads who left yourself.

FAQ

Does someone get the mail who sends the form after all? No. Sending the form stops the reminder.

Can a visitor refuse the reminder? Yes, with Don't remind me under the e-mail field or in the mail.

Are abandoned entries sent to my CRM? No. Abandoned entries run no actions.