Email everyone with an unsubmitted draft

A deadline is close, the automatic reminders have gone out, and you still want to nudge the people who started a proposal and never pressed Submit. Email draft holders sends them one email, now, from the form itself: you see who is on the list, edit the subject and message, confirm, and it goes.

For the automatic five-day and one-day reminders, see Draft submissions.

To reach people who opened the form but never saved a draft, see See who viewed a submission form.

Note

Email draft holders is rolling out to Sessionboard staff first. If you do not see it on your form yet, ask your Customer Success contact to send it for you, or email the drafts from the Drafts tab as described in Export or email drafts.

Why use it

The automatic reminders go out on a fixed schedule, five days and one day before the close date. Deadlines move, batches of drafts are started after the one-day reminder has gone, and sometimes a reminder simply has not landed. Rather than asking Sessionboard to send something for you, you pick the moment, see exactly who still has a draft, and email them yourself — and the send is recorded on the form and in the event’s history, so the team can see it was done.

Who gets it

Everyone who has saved a draft on this form and has not submitted it — the same people the automatic reminders go to. A person with two drafts gets one email. Someone who already submitted, even if they also hold a draft on another form, is not on the list. Drafts that were deleted are skipped.

The email always sends immediately, whatever notification settings the recipients have chosen. It is not held for a daily digest.

Send the email

1. Open the form (Program → Forms → ⋯ → Edit) and go to Form Settings.
2. Under Deadlines, find Email draft holders. The button shows how many people hold a draft right now, and the line beside it tells you when it was last sent, by whom, and to how many people.
3. Click Email draft holders. The dialog lists each recipient with their email, how many drafts they hold, and when they last saved.
4. Edit the Subject (prefilled with Finish your submission for your event’s name) and the Message. The message starts as your event’s one-day reminder copy, including any wording you changed under Settings → Email Templates. {{user.first_name}} inserts each recipient’s first name.
5. Click Send to N people, read the confirmation, and click Send now.

A Complete Submission button that opens the form as that recipient is added under your message automatically, so you do not need to paste a link. The email goes out from the event’s sender and in the event’s branding, like the automatic reminders.

Tip

You can send to the same form again after ten minutes. Inside that window the button refuses with a note of how long to wait, so a double-click or two teammates pressing Send at once never produces two emails.

Where it is recorded

• The event’s History shows a row for the form: who sent it, when, to how many people, and the subject.
• Each message is listed with the rest of the event’s mail under Communications → History, with you as the sender — see History.
• The form’s Email draft holders line keeps the last send until the next one.