Send Forms by Email and Link
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Written by Admin
Updated over a week ago

This feature allows you to collect data from users outside of an engagement using a sharable link. You may send via email or generate a link for existing forms or create a new form in the main resources area accessible in the left navigation menu.

Users can access and respond to the forms even if they don’t have a account. This feature is available for Pro and Enterprise plans. This feature is particularly helpful for creating intake forms to collect information before coach matching or starting an engagement.

Send a Form via Link

  • From your Resources page, select the form that you would like to send externally

  • Click on the Globe icon next to the Send button to manage whether you’d like the link to be public or private

  • Click on the Send icon to send out a custom email for the link to include the recipient(s) email address, subject line, and a message

  • Once you are done, you may click on the Send icon to send the form out to the recipients

  • Alternatively: You may click on the ‘Link’ tab next to the ‘Send’ tab, which will present to you a direct link to the form itself

Managing Form Responses

When a form has been filled out by the recipient, the administrator or the sender of the form will receive both an email notification and an in-app notification alerting them that there are new responses to preview.

  • Navigate to the form either by going to your Global Resources page, or selecting the new alert from your Notifications

  • Click on the Responses tab

  • Within the Responses tab, you may navigate to the Summary tab to view a summary of responses listed below each question

  • The Individual tab will allow you to scroll through each individual form and view responses filled by each individual recipient

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