Save & Progress in SureForms

Overview

The Save & Progress feature enables users to save their form progress partway through completion and resume later using a secure, time-limited link. This improves form completion rates and enhances user experience for long or complex forms.

Feature Activation

• From the WordPress dashboard, go to SureForms → Single Form Settings.

• Click on the Save & Progress tab.

• Turn on the Save & Progress toggle to enable the feature.

• Once enabled, related settings such as Resume Link Label and Confirmation Message will appear for customisation.

Frontend User Flow

1. Initiating Save & Progress

When a visitor is filling out a form on the frontend:

• They can click the Save & Progress link

• A modal window opens, prompting the user for their email and showing the resume options. 

2. Resume URL

• Upon action, a secure Resume URL is generated.
• Users can use this link to return and complete their form.
• The link remains valid for 30 days from generation. 

3. Email Delivery of the Resume Link

• If the user chooses to receive the link via email:
  • They must enter their email address in the provided field.
  • The system sends an email with the resume link.

After submission of the email for the resume link:

• A success screen appears, confirming that the link has been sent to the user’s inbox.
• The confirmation message can be customized in the form settings. 

Email Template

The email sent to the user includes:

• A friendly greeting and thank-you message.
• Clear instructions for resuming the form.
• A Resume Form button linked to the secure URL. 

Expiry & Security

• Resume links are secure and expire after 30 days.
• Each link is uniquely generated for the user and linked to their form progress. 

Example End-to-End Use Case

1. A user fills out some fields in a long form but can’t complete it immediately.
2. They click Save & Progress.
3. The resume modal appears with a secure link.
4. They input their email and request the link.
5. The user receives a confirmation message and an email with the resume link.
6. Using the link, the user can return from any device and complete the form later.