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How to Use AI Feedback on Form Submissions (Generate, Edit, Schedule & Send)

Generate personalized AI feedback for form submissions, edit drafts, schedule delivery, send via Trainerize, use custom templates, and bulk-generate feedback for multiple submissions.

Written by Xenios Charalambous
Updated over a month ago

After a client submits an AI Form, you can generate personalized AI feedback and send it to them via Trainerize message. Edit the draft, choose a template, schedule delivery, or bulk-generate for multiple submissions.


Generating Feedback for One Submission

  1. Open the form's Submissions page

  2. Find the submission in the table

  3. Click Generate in the AI Feedback column

  4. The AI reads the client's responses and generates a personalized message

  5. The feedback editor opens automatically


The Feedback Editor

A two-column layout:

  • Left side: The AI-generated message (editable textarea) with action buttons

  • Right side: The full submission Q&A for context (read-only)

Actions Available

Status

Actions

Draft

Save Draft, Regenerate (with template picker), Send Now, Schedule Send, Mark as sent manually

Scheduled

Cancel Schedule, Reschedule

Sent

View only, Delete from Trainerize


Choosing a Sender

In the feedback editor, select who the message appears to come from:

  • AI Message Sender — uses your configured AI sender from Trainerize settings

  • You — sends as your own Trainerize account

Your preference is remembered for future feedback on this business.


Using AI Templates

Click Regenerate to pick a different AI template:

  • Default Template — the standard feedback generation

  • Custom Templates — templates you've created with specific prompts and instructions

Each template shows a preview of its system prompt so you know what tone/style to expect.

Manage templates by clicking AI Templates in the submissions page header.


Scheduling Feedback

Instead of sending immediately, schedule for later:

  • Later Today — 3 hours from now

  • Tomorrow — 9:00 AM

  • Next Monday — 9:00 AM

  • Pick Date & Time — custom calendar picker

Scheduled feedback shows a blue "Scheduled" pill in the table. You can cancel or reschedule before it sends.


Bulk AI Feedback Generation

Generate feedback for multiple submissions at once:

  1. Select submissions using the checkboxes (only submissions without existing feedback and with a linked client are selectable)

  2. Click Generate AI Feedback in the bulk action bar

  3. Choose a template (Default or Custom)

  4. Feedback is generated one by one with a live progress counter

After generation, each submission has a draft ready for you to review, edit, and send.


Feedback Status Flow

Each submission's feedback goes through these stages:

Generate → Draft → (Edit) → Send Now or Schedule → Sent

  • Draft (gray pill) — generated but not yet sent. Click Edit to modify.

  • Scheduled (blue pill) — queued for future delivery. Click Edit to cancel or reschedule.

  • Sent (green pill) — delivered to the client via Trainerize. Click Eye to view.

  • Deleted (gray pill) — was sent but then removed from Trainerize. Click Regenerate to start over.


Deleting Sent Feedback

If you sent feedback by mistake, you can delete the message from Trainerize by clicking "Delete Message from Trainerize" in the feedback editor. The message is removed from the client's chat.


Auto-Save

If you close the feedback editor with unsaved edits, your changes are automatically saved as a draft.

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