The Merchant Central web form allows your clients to save partially entered information and then return to complete the rest of the form at a later time.
View a quick feature announcement video below:
The Save Progress feature is especially useful in case your web form consists of multiple pages and a large number of fields that your clients need to fill in.
When the feature is enabled, a "Save Progress" button appears automatically at the bottom of the web form.
When clicked, the button brings up the email address popup for your client to enter their email address:
Once the client enters their email address, they will receive an email containing a link that they can use to complete the form at a later time.
Below is an example of the email sent out by the system:
When the client clicks the link provided in the email, the web form is launched again and automatically filled in with information the client saved the last time around.
Sending Web Form Reminders
If needed, you can have the system remind clients to complete the web form they started to fill in by sending email reminders to them.
To enable the reminders open the Web Form settings and select the Send Web Form Reminders checkbox, seen in the below screenshot.
Then select when the first reminder should be sent (e.g. 1 hour or 1 day after the form is first saved by the client):
You can optionally add additional reminders; for example a 2nd reminder to go out 3 days after the first one, and a 3rd reminder to go out in a week after the first one.
The reminder email that goes out to your client is based on the email template that you can select in the Progress Email Template dropdown in the web form settings:
You can modify this email template according to your needs in the CRM administration area.
More info: Email Templates
Enabling Save Progress Feature
To enable the Save Progress feature on your web forms contact the Merchant Central support team and ask them to enable the WEB_FORM_SAVE_PROGRESS flag on your site.