Sending Saved Forms

Important: This feature is only visible if your system includes the Forms feature. For more information regarding the Forms feature, please call 1-800-920-3897.

Once forms are saved and are listed in the My Forms page, you’ll be able to access them when sending email and SMS broadcasts.

To send a form within a broadcast, from the Dashboard, click the button.

Important: If you send a Saved Form as a Broadcast any new responses to the form will be appended to any existing responses that have been created for that form.

After entering a subject and adding recipients, click either the Email or SMS Message content button to create your broadcast containing the form.

Email a Form

Write the body of your email informing your recipients what the form is for. To insert a link to your form, click the button located in the editing pane.

A Form Link Insert window will appear. Select your saved form from the drop-down menu and enter a text that will appear in your email.

Click OK to return to the Email editing window.

A link to your form will appear with the text you entered in the Form Link Insert window. Click Save to save your email content and either continue to Step 3 of sending the broadcast (Review & Send) or create content for an SMS message with your form.

Text a Form

To send a form through text, your message will need to be brief as there is a max character allowance. Write the content of your text and click the button at the bottom of the SMS text field.

An Add Form Link window will appear. Select your saved form from the drop-down menu.

Click √ Insert to return to the SMS editing window.

Important: The link to the form will be long and will take up a lot of characters. If you would like to send a form through text, you may want to send a separate text with some information before sending the actual link to the form in a separate text as editing the link in any way will break the link.

Jump to the next topic: Viewing Responses