Many forms and surveys take time to complete. People often need to look up information, find documents, or step away and come back later.
Right now, if they leave, their progress is lost, and they have to start over. This leads to frustration, fewer completed forms, and missed opportunities.
Suggested Feature:
Add a built-in “Save & Resume Later” option that allows users to:
✅ Save their progress
✅ Receive a personal link by email or text
✅ Click the link to continue later
✅ Pick up where they left off
✅ Avoid re-entering information
Automation Option:
Allow this link to be sent automatically when someone starts but doesn’t finish a form, with the ability for the agency/sub account to edit the reminder workflow, so it makes sense to their flow and follow up.
Also, make the resume link easy to find inside the form submission and/or saved to a custom field, so it can be used in follow-ups and automations or given directly during a customer service call.
This would help more people finish forms, improve response quality, reduce frustration, and make HighLevel even more powerful for longer and more detailed forms.