> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/applications-overview/setup-abandoned-application-followup.md). # How to Set Up Follow-Up for Abandoned Applications ### Before you begin (Prerequisites) * **Permissions**: You must be an **Administrator**, **Supervisor**, **Manager**, **Support**, or **Account Rep**. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). * **Application Form**: An application must already exist and be actively collecting submissions. See: [How to Set Up a Membership Application Form](/products/control-panel-overview/applications-overview/setup-application-form.md). ### Instructions #### Identify incomplete applications 1. Navigate to [**ENGAGE > Survey & Forms > View Applicants**](https://control.peoplevine.com/survey/group/0/responses). 2. Filter by **Status**: check **In Progress** to show only applications that have been started but not submitted. 3. Set the **% Completed** filter to **Partial Completion** to narrow results to applicants who did not finish. #### Send a follow-up using a newsletter with auto-login 4. Create a newsletter with **Auto-Login Enabled**. 5. Add a button linking to the application URL. 6. Send the newsletter to the incomplete applicants. When they click the link, they are logged in automatically and can resume filling out the application from where they left off. > **Note**: Applicants who abandon on page 1 may not have a CRM record yet (if the profile is created on form submission of page 1). The follow-up can only reach applicants whose email address was captured. > **Note**: A **Checking-in Campaign** type also exists for incomplete applications. Campaign targeting and setup for abandoned applications is being documented — check with your Peoplevine account manager for current options. ### What Happens Next * **On the system side**: If the applicant returns and completes the form, their status updates from **In Progress** to **New**. * **Next step**: Monitor application submission alerts. See: [How to Set Up Alerts and Notifications](/products/control-panel-overview/admin-overview/manage-alerts.md). *** *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/applications-overview/setup-abandoned-application-followup.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.