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20180515-1 Sending forms to clients and private form links
20180515-1 Sending forms to clients and private form links

You can now use the system to send links to your forms via email

Cam Langsford avatar
Written by Cam Langsford
Updated over a week ago

Coming soon...

You can now easily and quickly send a form to clients, groups of clients or individual email addresses directly from the system.

A full guide to sending your forms to your clients can be found here. The basics of the new feature can be found below

To send a form go to the list of forms from the admin menu. Click the envelope icon for the form you want to send.

Select whether you want to send the private or public link to the form. If you send the private link the recipients will need to have an athlete account in your system to fill in the form and it will be mapped to against their account. If the recipients don't yet have a user account with your platform then send the public link.

You can now select the recipients of the form. 

Once you've added the recipients you can edit the subject and message that will be pre-populated for you with a greeting and the link to the form.

Once you are ready you can send the form by either clicking the "Send" or the "Send and Close" button. The send button will leave the dialog open so you can send it to another set of recipients the "Send and Close" button will send the form then close the dialog.

The system will send an email to all recipients so they can click the link to fill out the form. 

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