How to create recurring actions
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How to create recurring actions

Manage the timing and conditions for sending your Actions

How it works

Basically, your action is run right after the response is completed. However, in some cases, you may need to delay it by several minutes or hours, run it every week, or execute it only if a specific condition is met. Formli has several settings to make the schedule of sending actions more flexible.

Setup Guide

To begin, you should create the action. Afterward, you can apply one or several settings at the same time by activating the corresponding toggle:

This guide will show how to create the "Send an email" action. However, you can apply these settings to any other available action type.

Step 1 - Create an Action event

  1. Open Formli edit page. Click on … More menu and choose Automations.
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  2. Click on + Add a New Event button.
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  3. Click on the dropdown list to choose the type of the event.
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  1. Click on the Save button.
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Step 2 - Create an Action

  1. Click on the New Action button
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  2. Choose the action type in the dropdown list - Send an email.
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  3. Fill in the required fields (for Send an email action - Send to, Email Subject, Email Body, Sender Name, Sender Email) and optional fields if needed. Then click on the Save button.
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How to add a condition to the Action

You can set specific conditions for executing actions, such as:

  • Sending emails to different recipients based on the user's response.
  • Sending an email only if the user requests a response from the company.
  • Sending a confirmation email if the order amount is larger than the available amount.
  1. Turn on the toggle Execute conditionally
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  2. Add the first part of the condition. Use [ to select the reference from the list.
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  3. Choose an operator. The list of operators varies depending on the data type (numbers, dates, text).
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  4. Add the second part of the condition.
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  5. Click on +Add condition button to create multiple conditions that will be applied at the same time.
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  6. Click on the Save button.
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The email will now be sent only if the condition statement is true.

How to create a delayed action

If you want to send the email after a certain time following the completion of a response, you can delay the action by a few minutes, hours, or days.

  1. Turn on the toggle Delay action.
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  2. Choose the time period.
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  3. Choose the number of periods.
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  4. Click on the Save button.
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How to add repeated action

  1. Turn on the toggle Repeat this action.
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  2. Choose the time period. (For now, you can only repeat the action daily, weekly, monthly, or yearly. You cannot send the action every 2 weeks, etc.)
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  3. Click on the Save button.
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How to add a specific time

  1. Turn on the toggle Run at a specific time.
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  2. Choose or edit the time.
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  3. Click on the Save button.
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