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How do I email a Form request to a Customer?

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

how-do-i-email-a-form-request-to-a-customer

Click +Add / Request Form and choose Request Form

how-do-i-email-a-form-request-to-a-customer

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?

Click Requesthow-do-i-email-a-form-request-to-a-customer

how-do-i-email-a-form-request-to-a-customer

The Customer will receive an email, asking them to complete this Form online

how-do-i-email-a-form-request-to-a-customer

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

how-do-i-email-a-form-request-to-a-customer

Once the Customer has completed the Form and clicked Submit, you will receive an alert 

how-do-i-email-a-form-request-to-a-customer

The completed Form will be displayed within the Customer file

how-do-i-email-a-form-request-to-a-customer

In a similar manner, you can request that the Customer update their Form, by clicking the Request Update icon against the completed Form how-do-i-email-a-form-request-to-a-customer

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...

how-do-i-email-a-form-request-to-a-customer

Tap the '+' icon, then tap Request Form

how-do-i-email-a-form-request-to-a-customer

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 Prefillif this Customer has previously completed this Form, and you would like the new Form to be prefilled with the previous responses

Tap Request

how-do-i-email-a-form-request-to-a-customer

The Requested Form will show in the Customer's Profile with an orange Requested tag:

how-do-i-email-a-form-request-to-a-customer

The Customer will receive an email, asking them to complete this Form online

how-do-i-email-a-form-request-to-a-customer

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

how-do-i-email-a-form-request-to-a-customer

Once your Customer has completed the Form and clicked Submit, you will receive an alert

how-do-i-email-a-form-request-to-a-customer

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

how-do-i-email-a-form-request-to-a-customer

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, tapCustomers and locate the Customer in your Customer List

Tap the Customer Name > FORMS tab

To email a request to complete a new form, tap theg****reen + icon

how-do-i-email-a-form-request-to-a-customer

 Tap Request Form

how-do-i-email-a-form-request-to-a-customer

please note: *You need to have created your Forms first,*see How do I create a new Form? Creating a new Form can only be via the Web or iOS apps

Tap the drop-down arrow and select the relevant Form from the Request Form box

how-do-i-email-a-form-request-to-a-customer

Check thePrefill with previous form box if this Customer has previously completed this Form, and you would like the new Form to be pre-filled with the previous responses

TapREQUEST

how-do-i-email-a-form-request-to-a-customer

The Requested Form will show in the Customer's Profile with an orange Requested tag:

how-do-i-email-a-form-request-to-a-customer

The Customer will receive an email, asking them to complete this Form online

how-do-i-email-a-form-request-to-a-customer

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

how-do-i-email-a-form-request-to-a-customer

Once your Customer has completed the Form and clicked Submit, you will receive an alert

how-do-i-email-a-form-request-to-a-customer

The completed Form will be displayed within the Customer Profile under the FORMS tab

You can re-send a Request by long tapping theForm in the list **>**Request Update

how-do-i-email-a-form-request-to-a-customer


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