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Form Abandonment – Bit Form

The Save and Continue Feature on Bit Form is a convenient tool that allows users to save their partially filled information and continue working on it at a later time.

This feature is especially useful for forms that are long or consist of multiple sections. By allowing users to save their progress, it encourages more form submissions as individuals can easily pick up where they left off and submit their completed form at their convenience.

Use Form Abandonment features with Bit Form Pro by following the steps outlined below:

Setup Partial Entry Features

There are there ways to use Form Abandonment Features in Bit Form

  1. Using Form Abandonment Setting
  2. Using the Save Draft Button
  3. Using Conditional Logic

Setup Form Abandonment features

  1. To begin, you will need to either create a new form or utilize an existing one. 
  2. Once you have your form ready, navigate to the Settings Section and select Form Abandonment.
  3. Enable the Form Abandonment  feature from here, as shown in the screenshot below –
Form Abandonment Option Enable

Warning message: Place an admin-defined message below the form description, making your users aware that their field values are being saved before submission.

Save draft only for logged-in users: To enable this option, it only works when the user logged-in user. 

info-icon-bit-apps  INFO

This feature allows users to conveniently fill out and submit a form by accessing it from both their desktop and mobile devices. This means that users can start filling out the form on their desktop, save their progress, and then continue filling it out later from their mobile device. This provides flexibility and convenience for users who may need to switch between devices while completing the form.

Repopulate form fields with previous partial entries: If the user is logged in, the form will be repopulated with the previous partial entry from the database. Otherwise, from the local storage of the browser.

Save draft when the user leaves the form page: Form entries will be daft when the user moves from Form tab page to another or accidentally closes a tab.

note-icon-bit-apps  Note

Form Abandonment is browser-specific, and will not work in private browsing. If the user is logged in, his draft entries are added to the server. In that case, its entries can be repopulated.

Setup Save Draft Button

With the use of this feature, you have the ability to provide visitors with an option to draft their form entries. This is especially helpful when dealing with longer forms, as users can conveniently save their progress and submit the form at a later time.

  1. To begin, you will need to either create a form from scratch or utilize an existing form.
  2. Next, locate the “Draft Button” on the left sidebar by using the search box.
  3. Simply drag and drop the “Draft Button” field onto your form.
  4. Congratulations! You have successfully added the button to your form, and you can now conveniently save form entries by clicking on the button.
Save Draft Button

note-icon-bit-apps  Note

If you want to repopulate the drafted data, you must enable the Repopulate form fields with the previous partial entries option from the form Form Abandonment setting.

Setup partial entry features using Conditional logic

With the use of this feature, you have the ability to draft form entries according to the specific requirements of your form field’s value. For example, if a user fills in the email field, the form data will be automatically drafted for that entry.

  1. To begin, you will need to either create a new form or utilize an existing one. 
  2. Once you have your form ready, navigate to the Settings section and select Conditional Logic.
  3. In the Conditional Logic menu, you can create new rule to dictate the actions that will occur based on certain conditions. Specify the action that you want to run within the Conditional Logic.
  4. To set up the action, you will need to define the following parameters:
    1. Action Run When: Record Create/Edit
    2. Action Effect: Only on Field Input
    3. Action Behaviour: Condition
  5. If the Email is ‘Is Not Null ‘ then the form will be ‘Save Draft
  6. The process is complete. You can now conveniently Draft form entries by entering an email in the designated field.
Form Draft with Conditional logic

note-icon-bit-apps  Note

If you want to repopulate the drafted data, you must enable the Repopulate form fields with the previous partial entries option from the form Form Abandonment setting.

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