Articles on: Forms & Assessments

Can I change the default email text sent with a smart form?

Smart forms can be sent from 2 different places within WriteUpp.
From Create -> Form/Assessment by clicking on the Smart form icon
As a linked form embedded within an email sent from anywhere in WriteUpp

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

If you'd like to customise this email text, 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. Place the cursor where you'd like to add the form, and click on the Forms icon from the toolbar:

From here you can choose to add any of your smart or consent forms to the body of your email by ticking the box to the far right of the form you'd like to add, and then choosing Insert form:

If you're sending a smart form, 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 to your emails so clients know to expect a message.

You can then send the email containing the 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, so you might like to create email templates for your most commonly used forms to speed up the process.

Updated on: 05/12/2022

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