Articles on: Business

Sending a Form

Once you’ve created your form in Form Builder, it’s time to send it to a client.

Go to the desired contact.

Press the Add New button at the top.

Scroll down to Form Submission Request and click.

This opens up the following modal. The client will auto-populate to the client who’s profile you’re currently in.

Enter in a message that the client will see inviting them to fill out the form.

Select which form you want them to fill out.

Press Send Request.

Updated on: 29/09/2023

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