Can you add more than one intake form and send multiple intake forms in the one email?
Page 1 / 1
Hello
You can do this using copy and paste. Steps to take are as follows:
- On the matter go to the intake tab
- Choose share form
- Pick the email option
- Have it open the email, but dont’ send it yet
- Go back to the Intake tab
- Choose the next form you wish to share
- Pick the email option
- When this email opens, copy the link from here to the original email that opened.
- Repeat until all forms you wish to send are copied to the original email.
- Send the email with all of the forms and simply close and do not save the others.
Reply
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.