Product · Recover

One recovery message

Store a partial only when consent to save was recorded, and send one recovery message when that consent names the follow-up.

Recovery · responser

Abandoned form · step 3 of 5

Noah Wilson

Car lease · 24 months

Recovered
Form progress3/5 fields
NameNoah Wilson
Emailnoah.w@example.co.uk
VehicleEstate · hybrid
Budget / month—
Phone—

Visitor left 4:12 ago · intent detected before submission

Email captured before exit · consent on file
Recovery message

Hi Noah — you started a 24-month lease quote. Reply YES and we send the numbers today.

Approved template · lease-follow-upSent
Visitor returned · quote sent
Score 82
Sample week
14 recoveries
Sample score
82
Sample form
24-month lease

14 high-intent forms recovered this week

14 high-intent forms recovered this week.

14 recoveries is a sample week, and only counts partials that were submitted from the recovery message.

Recover

When a recovery message is allowed

There is one message about a partial, and only when the recorded consent names the follow-up.

82

Noah Wilson

Car lease · 24 months

Store a partial only when consent to save was recorded, and send one recovery message when that consent names the follow-up.

Sample car-lease partial: Noah Wilson, 24-month term, score 82. A recovery message needs consent that names the follow-up.
Partials and the one message
ConsentWhat is storedWhat is sent
Save, and the text names the follow-upThe partial, status newOne recovery message
Save onlyThe partial, status newNothing. Deleted after 30 days
No consentNothingNothing

When the one message is allowed

There is one message about a partial. It is sent only when the recorded consent names the follow-up.

Consent to save, with no follow-up named, stores the partial and sends nothing. The partial is deleted after 30 days. No consent stores nothing and sends nothing.

The consent that allows the message is the text recorded on that visit. The text has to name the follow-up. A general agreement to save the fields stores the partial and does not send it. The workspace does not rewrite that text later so a message can go out.

One message is the limit. A second note about the same unfinished form is not this workflow. The partial does not enter a series of reminders. If the person does not submit from that one message, nothing further is sent about the same partial.

Save, and the text names the follow-up: the partial is stored with status new, and one recovery message is sent. Save only: the partial is stored with status new, nothing is sent, and the partial is deleted after 30 days. No consent: nothing is stored and nothing is sent. A pause on the page is not another case.

Consent to save is a record the page already made. Field progress can be recorded on the form the visitor already started. A long pause, or a field that was focused, is not consent. Without the recorded consent, the unfinished form is not a lead, and no message has a record to use.

The first reply is a different message. It follows a real submit. It is signed as the customer, sent from the customer's domain, and limited to approved knowledge. The recovery message is not that reply. It is the one message about a consented partial, and it exists only when the consent names the follow-up.

Deletion after 30 days applies when the consent allowed storage and did not name the follow-up. Nothing was sent in that time. When the 30 days end, the partial is gone. A later week cannot send a message about a partial that was never stored, or about one that has already been deleted.

The message is allowed when the partial is stored under consent that names the follow-up. It is not allowed because a score is high. A score on the partial does not send the recovery message. It is not allowed because the form looked close to finished. The named follow-up in the recorded consent is the condition.

What this record is

This record is the form the person started on your site. A shop purchase is a different record and is not handled here.

What a named builder stores on its own, before this message exists, is a measurement note. The Gravity Forms note is what Gravity Forms records on its own.

The record holds the fields the person entered before submit, and the field progress on the form they already started. It is the unfinished form. It is not a completed submission. A shop purchase stays outside this page, so this workflow does not follow a purchase.

A submitted form is a lead that can receive the first reply. A partial is the form left before that submit. The partial becomes a stored record only when consent to save was recorded. Without that consent, there is no record for a recovery message to use.

The measurement note is not the recovery message, and it is not the lead in the inbox. It says what that builder recorded before this message exists. This page does not add another builder, and it does not turn that note into the send. The send still waits on consent that names the follow-up.

The form stays the form already on the site. Nothing is rebuilt so the partial can be kept. The fields on the record are the fields the form sent. A blank stays blank. The recovery message does not fill a blank to make the form look finished.

This record is not the first reply. The first reply comes after a real submit, from the customer's domain, and it stays inside approved knowledge. The partial can sit stored while that reply has not started. Storing the partial does not send the first reply, and the recovery message does not stand in for it.

Status new is the state of a stored partial. It means the partial is in the inbox and has not been submitted. It does not mean a message has gone out. Save-only consent and consent that names the follow-up can both store a partial with status new. Only the second of those sends the one message.

The source of the visit can stay on the lead when the partial is stored. The source does not decide whether the message is allowed. Consent does. A partial from one campaign and a partial from another follow the same three cases: a named follow-up, save only, or no consent.

What recovered means

Recovered means the lead was a partial and was then submitted from that one message. A stored partial counts toward the lead allowance. Spam does not.

The partial enters the inbox through form lead capture. After a real submit, the next message is the lead follow-up, which is a different send.

Recovered is a submit. Opening the message is not recovered. Leaving the form unfinished again is not recovered. The partial was already a lead, and it becomes recovered only when that lead is submitted from the one message.

A stored partial counts toward the lead allowance whether or not it is later recovered. The allowance follows storage. Spam does not count. A partial with no consent was never stored, so it does not count, and it cannot be recovered.

Capture keeps the field trail and the partial when consent to save was recorded. Capture does not send the recovery message. It keeps the record so that one message has something to use, and only when the consent names the follow-up. The send is not part of storing the form.

The lead follow-up is the first reply after a real submit. It is signed as the customer, sent from the customer's domain, and limited to approved knowledge. The recovery message is not that reply. If the one message brought the person back to submit, its job is finished. The reply is the next send.

A partial that stays stored and is never submitted is not recovered. It still counts toward the allowance. If the consent was save only, the partial is deleted after 30 days and it was never a recovery. If the consent named the follow-up, the one message went out, and a recovery is counted only when the submit comes from that message.

The score does not define recovered. A high score on a partial does not turn storage into a submit. The mark on the sample stays a mark. Recovered is the later submit from the one message, and only that path is counted.

The lead follow-up can confirm what the submitted form holds, inside approved knowledge, from the customer's domain. That confirmation is not available on the partial before submit. The recovery message does not pretend the form was submitted. It points the person back to the form they started, once.

Which workflow uses the sample

The sample is a car lease form left before submit. The recovery message still needs consent that names the follow-up.

14 recoveries is a sample week. It counts only partials submitted from the recovery message.

The sample partial is Noah Wilson, a 24-month term, score 82. It is a car lease form left before submit. The recovery message on that partial still needs consent that names the follow-up. The term on the form is not consent, and the score is not consent.

14 recoveries is one sample week. It is a count of partials submitted from the recovery message in that week. It is not a rate, and it is not a promise that another week will show the same count. A partial that was only stored sits outside that count.

After a real submit, the car lease reply confirms the model, the term, and the mileage. That reply is the first reply, from the customer's domain, limited to approved knowledge. This page's sample stops before that reply. The person left the form. The one recovery message is the only follow-up that partial receives, and only when the consent names it.

The same consent rule applies on this sample as on any other form. Save, and the text names the follow-up: one message. Save only: store the partial, send nothing, delete it after 30 days. No consent: store nothing and send nothing. A filled term does not add a second message.

Many unfinished forms never enter the sample week, because no consent was recorded and nothing was stored. They cannot be recovered. The 14 counts only partials that were submitted from the one message. It does not describe every form a visitor left.

When the sample partial is submitted from that message, it counts as recovered. The next send is the lead follow-up on the submitted lease form. Until that submit, the first reply has not started. The score of 82 stays a mark on the sample. It does not send the recovery message, and it does not send the later reply.

The sample week and the sample partial answer different questions. 14 is how many partials were submitted from the recovery message in that week. Noah Wilson is one car lease form left before submit, with a 24-month term and a score of 82. The message about that form is still allowed only when the recorded consent names the follow-up.

Related

How it runs

01

Record field progress on the form the visitor already started.

02

Store the partial only when consent to save was recorded.

03

Send one recovery message when that consent names the follow-up. If it does not, delete the partial after 30 days.

Questions

Before you install.

No. A partial exists only when consent to save was recorded.

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