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

Was this article helpful?

Share your feedback

Cancel

Thank you!