š Overview
Some forms are best completed more than once. You might want a health questionnaire refreshed every few months, or emergency contact details kept up to date.
This guide covers two related options: setting a form to expire so customers resubmit it periodically, and asking customers who have already submitted a form to fill in newly added fields.
ā³ Creating forms that expire
When a form is set to expire, customers complete it on their first applicable registration or purchase, and then again once it expires, the next time they make an applicable registration or purchase. You can set this when creating a form or by editing an existing one.
š” The smallest resubmission period you can set is 1 week.
Click the arrow to learn how to set a form to expire
Click the arrow to learn how to set a form to expire
When creating a new form
Head to Forms/Documents ā Customer Forms and add a form. On the form's settings, set the name and what it is required for, then under "Ask customers to resubmit after some time?" select Yes and choose the number of weeks after which customers should complete it again. Continue through the remaining steps to create the form.
š” For full help creating a form, see our Creating and Managing Forms guide here.
When editing an existing form
In Forms/Documents ā Customer Forms, open the form's Details, then click Edit. Scroll to "Ask customers to resubmit after some time?", select Yes, enter the number of weeks, and click Save.
Once saved, customers will need to resubmit the whole form the next time they make an applicable registration or purchase after it has expired.
š Asking for immediate resubmission
Sometimes you add a new field to a form that customers have already submitted, for example a new question in a health questionnaire, or a second phone number in your contact form. By default, customers who already submitted the form are not asked to complete the new field. If you want them to, you can ask for updates.
Click the arrow to learn how to ask for updates
Click the arrow to learn how to ask for updates
First, add the new field to the form. For help with this, see our Add/Remove Fields guide here. Once you have added the field and returned to the form, a message will confirm how many customers have already submitted an earlier version and offer an Ask for updates option. Click Ask for updates, then confirm in the pop-up.
Customers who already submitted the form will then be prompted to complete only the new fields the next time they make an applicable registration or purchase. Anyone who has not submitted the form before will complete all fields, including the new ones.
ā ļø If the form is set to expire and it has already expired by the time a customer next registers or purchases, they will be prompted to complete the whole form, not just the newly added fields.
You can stop asking for updates at any time. Head to the form and click Stop asking updates, then confirm in the pop-up.
