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?
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
Ready to take the next step in scaling your business?
Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.
Still have questions? Chat to one of our friendly Customer Success experts.
They’re available around the clock and will answer any questions you have. Click here to chat.
Ready to bring your business online with Ovatu?
Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.