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
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
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.