Abandoned Form Recovery
When someone starts but doesn't complete a contact or intake form, automated recovery gets them back
What This Automation Does
How It Works
Form Abandoned
Contact created but form incomplete
Wait 30 Minutes
Quick follow-up
SMS: Encouragement
"Looks like you didn't finish your form. We're here to help — complete it: {{form_link}}"
Wait 24 Hours
Follow-up
Email: Easy Path
Subject: "Let's Make This Easy" — Complete form or just call/text us directly
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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