How do I email a Form request to a Customer?

Emailing a Form request to a Customer allows you to send an email, prompting the Customer to complete and submit a Form online

To email a Form request to a Customer, open the Customer file by choosing Customers > List

Click on the Customers’ name 

Scroll down to the Forms section

Click +Add / Request Form and choose Request Form

Select the required Form from the Form field

Please note: You need to have created your Forms/s first, see How do I create a new Form?

Click Request 

The Customer will receive an email, asking them to complete this Form online

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

Once the Customer has completed the Form and clicked Submit, you will receive an alert 

The completed Form will be displayed within the Customer file

In a similar manner, you can request that the Customer update their Form, by clicking the Request Update icon against the completed Form 

Emailing a Form Request to a Customer allows you to send an email prompting the Customer to complete and submit a Form online

To email a Form Request to a Customer, tap the Customers Icon and locate the Customer in your Customer List

Tap directly on the Customers' name, and scroll down to the FORMS section

A list of previously added Forms will appear in the FORMS section, tap on an existing form

If the Customer has never completed a form, tap No forms yet...

Tap the '+' icon, then tap Request Form

Select the Form you wish to request from the Form field

Please note: You need to have created your Forms first, see How do I create a new Form?

Select Prefill if this Customer has previously completed this Form, and you would like the new Form to be prefilled with the previous responses

Tap Request

The Requested Form will show in the Customer's Profile with an orange Requested tag:

The Customer will receive an email, asking them to complete this Form online

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

Once your Customer has completed the Form and clicked Submit, you will receive an alert

The completed Form will be displayed within the Customer Profile

You can re-send a Request by tapping the Action icon, then tap Request Update

Emailing a Form Request to a Customer allows you to send an email prompting the Customer to complete and submit a Form online

To email a Form Request to a Customer, tap Customers and locate the Customer in your Customer List

Tap the Customer Name > FORMS tab

To email a request to complete a new form, tap the green + icon

 Tap Request Form

please note: You need to have created your Forms first, see How do I create a new Form? Creating a new Form can only be via the Web or iOS apps

Tap the drop-down arrow and select the relevant Form from the Request Form box

Check the Prefill with previous form box if this Customer has previously completed this Form, and you would like the new Form to be pre-filled with the previous responses

Tap REQUEST

The Requested Form will show in the Customer's Profile with an orange Requested tag:

The Customer will receive an email, asking them to complete this Form online

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

Once your Customer has completed the Form and clicked Submit, you will receive an alert

The completed Form will be displayed within the Customer Profile under the FORMS tab

You can re-send a Request by long tapping the Form in the list > Request Update