Can I change the default email text sent with a Smart Form?

Smart Forms can be sent from two different places within WriteUpp:

From Create -> Form/Assessment by clicking on the 'Send as Smart Form' icon (this is the stand alone Smart Form pathway)
As a linked form embedded within an email sent from anywhere in WriteUpp

Using the stand alone Smart Form pathway, clients receive a non-customisable email containing a link to the form (see screenshot below). The text of this email varies slightly, depending on whether you have SMS, Email or None selected under the "Smart Form completion" setting in your general settings. This is so the recipient knows what to expect when receiving the access code:

When sending a stand alone Smart Form, the text within the email cannot be edited

If you would like to customise the email text when sending a Smart Form, you can send forms by embedding the link within an email from anywhere in WriteUpp, for example by going to Create -> Email.

Simply choose your recipient, add an email subject and compose your message. Then, place the cursor where you would like to add the form, and click on the Forms icon in the toolbar:

This will open the 'Select a form' modal, listing all of your favourited Assessment forms and Consent Form templates. From here, you can add the form link to the body of your email by ticking the box to the far right, and then choosing Insert form:

By sending Smart Forms this way, you have the option to insert multiple form links into one email.

If you're sending a Smart Form as an embedded link, clients will still need an access code sent via SMS or email (if you have access codes turned on) to open the form. You might like to add a line explaining this in your email, so clients know to expect an access code.

You can then send the email containing the form link to your client, where they can click on the link to access the form as usual.

You can also add form links to your email templates. You may wish to create email templates for your most commonly used forms, to speed up the process.

Updated on: 26/03/2024

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