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Form Action Automation Add-On

Power up your form actions with powerful automation. Each entry can have its very own set of scheduled form actions.

  • Schedule email notifications based on time passed since the entry was created or updated.
  • Use one of the fields on your form to schedule the email
  • Schedule emails to go out again after a specified amount of time
  • Limit the number of times an email will be sent out
  • Use the existing Conditional Logic settings included in Formidable Pro to further augment the logic behind when to send out the email
  • Schedule emails that include content from views.
  • Combine with the Twilio add-on to schedule your SMS text messages as well.

The Form Action Automation add-on is included in the Formidable Forms Elite license.

Form action automation for you

Still not sure what form action automation can do for you? How about a few examples?

  • Send weekly digest emails with help from a view inside your email message.
  • Automate your invoice reminders until it's marked as paid.
  • Trigger a reminder text for an upcoming appointment.
  • Set deadlines on tasks, and get reminders when they are due.
  • Send yearly birthday texts

Weekly Form Action Automation

We use Formidable as the primary source of intake forms. One of the huge benefits is that we can make it dynamic so as to allow our clients to only answer questions pertinent to them. So depending on how they answer a question there could be more or less questions that pop up.

Pick the best tool for the job

If you'd like to send newsletters to a list of subscribers with static content, this isn't the best option. MailChimp forms may be a better option for you.

Disclaimer: Sending emails is not reliable using the PHP mail that web hosts use by default. An SMTP plugin or integrating with an email service is encouraged for more reliable email receipt. Click here for more information.

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[formidable id=164]
<div class="frm_forms with_frm_style frm_style_formidable-style" id="frm_form_164_container" > <form enctype="multipart/form-data" method="post" class="frm-show-form frm_pro_form frm_ajax_submit " id="form_mqotp" > <div class="frm_form_fields "> <fieldset> <legend class="frm_screen_reader">Contact</legend> <div class="frm_fields_container"> <input type="hidden" name="frm_action" value="create" /> <input type="hidden" name="form_id" value="164" /> <input type="hidden" name="frm_hide_fields_164" id="frm_hide_fields_164" value="" /> <input type="hidden" name="form_key" value="mqotp" /> <input type="hidden" name="item_meta[0]" value="" /> <input type="hidden" id="frm_submit_entry_164" name="frm_submit_entry_164" value="e077c06e4e" /><input type="hidden" name="_wp_http_referer" value="/features/form-action-automation-scheduling/" /><label for="frm_verify_164" class="frm_screen_reader frm_hidden">If you are human, leave this field blank.</label> <input type="text" class="frm_hidden frm_verify" id="frm_verify_164" name="frm_verify" value="" /> <div id="frm_field_2405_container" class="frm_form_field form-field frm_required_field frm_none_container"> <label for="field_mpczq" class="frm_primary_label">Name <span class="frm_required">*</span> </label> <input type="text" id="field_mpczq" name="item_meta[2405]" value="" placeholder="Your Name" data-reqmsg="This field cannot be blank." aria-required="true" data-invmsg="Text is invalid" /> </div> <div id="frm_field_2406_container" class="frm_form_field form-field frm_required_field frm_none_container"> <label for="field_luf5u" class="frm_primary_label">Email <span class="frm_required">*</span> </label> <input type="email" id="field_luf5u" name="item_meta[2406]" value="" placeholder="Your Email" data-reqmsg="This field cannot be blank." aria-required="true" data-invmsg="Email is invalid" /> </div> <div id="frm_field_2407_container" class="frm_form_field form-field frm_required_field frm_none_container"> <label for="field_uq2x0" class="frm_primary_label">Paragraph <span class="frm_required">*</span> </label> <textarea name="item_meta[2407]" id="field_uq2x0" rows="5" placeholder="Type your message here" data-reqmsg="This field cannot be blank." aria-required="true" data-invmsg="Paragraph is invalid" ></textarea> </div> <div id="frm_field_2446_container" class="frm_form_field frm_html_container form-field">Having trouble submitting your question? Please <a href="/new-topic/">create a new support ticket</a>.</div> <input type="hidden" name="item_key" value="" /> <div class="frm_submit"> <button class="frm_button_submit frm_final_submit" type="submit" formnovalidate="formnovalidate">Submit</button> </div></div> </fieldset> </div> </form> </div>