1.Uses submission data
Integrate Jotform Enterprise and form fields to capture phone and submission token, mapping values to message variables.
Send staged survey reminder SMS to patients after signup
Automatically capture new submission details across Jotform Enterprise and Twilio. Send staged SMS reminders when consent flag is present, submission token is generated, or phone is capturedβso you can schedule SMS follow-ups, personalize survey links, and include opt-out language without manual follow-up.
How this automation drives survey completion
When new patient signups arrive but reminders are inconsistent, survey completion stalls. This automation captures submission details, schedules staged SMS sends, and ensures each message uses the mapped survey link and required opt-out languageβso your team can reduce manual follow-up.
Jotform Enterpriseor swap with your favorite app
2.Delays the first reminder
Integrate Delay by Zapier and timing tools to wait 1 day before triggering the first SMS reminder.
Delay by Zapieror swap with your favorite app
3.Sends the first SMS
Integrate Twilio and SMS messaging to send the first reminder using the mapped phone and survey link parameter.
Twilioor swap with your favorite app
4.Delays the second reminder
Integrate Delay by Zapier and timing tools to wait 6 more days before sending the second SMS reminder.
5.Sends the second SMS
Integrate Twilio and SMS messaging to send the second reminder to the mapped phone with the unique survey link.
6.Delays the final reminder
Integrate Delay by Zapier and timing tools to wait 23 days after the second reminder before the final SMS.
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Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
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