1.Monitor new entry submissions
Integrate Cognito Forms and data capture to detect new participant form entries for delayed reminders.
Send Day 15 program reminder SMS to participants
Automatically monitor new entry submissions across Cognito Forms and ClickSend SMS. Send Day 15 program reminders when eligibility passes, delays finish, or opted-in participants are matchedβso you can re-engage participants, keep demo momentum, and avoid manual follow-up.
How this automation schedules day 15 reminders for re engagement
When new entry submissions arrive in Cognito Forms, delayed outreach can lose demo momentum. This automation filters eligible records, delays to Day 15, formats recipient details, and sends ClickSend SMSβso your team re-engages participants without chasing timing.
Cognito Formsor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and eligibility rules to continue only for records that pass the eligibility check.
Filter by Zapieror swap with your favorite app
3.Delays send to day 15
Integrate Delay by Zapier and scheduling timers to delay the reminder for 15 days from submission.
Delay by Zapieror swap with your favorite app
4.Formats recipient name and phone
Integrate Formatter by Zapier and phone formatting to split name fields and normalize phone numbers for SMS delivery.
Formatter by Zapieror swap with your favorite app
5.Send day 15 reminder SMS
Integrate ClickSend SMS and recipient matching to send the message to the formatted phone and create a recipient on no match.
ClickSend SMSor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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