🔖Save For Later

Saved and secured, for whenever you are ready.

The feature allows customers to temporarily save the existing progress and temporarily leave the webapp, and customers will receive an email with a secure link that will take them back to the webapp with all the data prefilled and continue the flow.

Along the customer journey, customers will see the save for later button and they can click it whenever they want to save the progress and come back later. When the button is clicked, an email will be sent to the customer, with a link taking customers back to the webapp on the page they left before and it will prefill all the data that was previously saved.

To set this up, you will first need to go to the Product Feature section and enable Save For Later. You can then decide if you want to turn on Autosave feature as well.

Enable this function by clicking the switch and making sure it is on the right side

Autosave feature will automatically capture the customer data once the email is provided without customers clicking any button.

Once the feature is enabled, you will need to configure the save_for_later_triggered email. (read more in Emails) and make the related changes (where to include the save for later button) in your webapp (read more in Webapp)

After enabling Save for Later, you can choose to turn on Autosave Progress and see and configure all emails