The Forms application allows you to send invitations to users directly asking them to fill out your form. This guide will walk you through how to create and send these invitations.
To start the process of sending your invitations, navigate to the My Forms tab within the Forms app.
Within the table, locate the form you wish to invite users to fill out. Hover over this form and click on the blue gear icon that appears. Then, click on Send Invitation.
Select Notification Type
Next, you will receive a prompt to select the type of notification you wish to use. You may select Email, SMS, or both.
Once you select an option, click Continue in the top right corner of the page.
Next, a table containing all of your contacts from the Contacts app will appear. Select one or more contacts from the table by checking the box to the left of the name.
After you select your contacts, click Continue in the top right corner of the page.
Next, you will receive a summary of your actions before sending out the notifications. You will see how many email and SMS credits you are using from your available balances. You will also see a list of the contacts that will receive notifications.
If everything appears correct, click Continue in the top right corner. If you notice a mistake, click on the Back Arrow to correct any mistakes.
That’s it! Your contacts will receive a general message asking them to fill out your form at the link provided. However, there’s one more thing to note when it comes to your pending invitations.
Checking Your Pending Requests
You can check up on any pending requests that are outstanding for your form. To do this, locate your form in the table under My Forms. Click on the form name.
On this new page, look at the top right corner to see three available tabs. Click on Pending Requests.
A table will appear containing the names and contact information for all of your pending invitations. If you wish to resend an invitation, hover over the name, and click on the blue icon that appears.
You will receive a prompt asking you to enter or edit the email or phone number associated with the contact. If everything looks correct, click Resend on the option you’d like to use.
Users that successfully fill out your form will be moved to the table under Request Submissions as well as All Submissions.