When smart forms are sent, the recipient will receive an email containing a link to the online portal, and once they click on the link, an SMS containing an access code to 'unlock' it. Therefore to to send a smart form, you'll need to have:
An email address for the recipient
A mobile number for the recipient
SMS credits on your account
Smart forms can be sent in 2 different ways from WriteUpp:
As a link inserted into an email from anywhere in WriteUpp
As a standalone smart form from Create -> Form/Assessment
Both ways of sending a smart form result in the same outcome, but there are a couple of advantages of sending forms by adding the link to an email. These are:
Forms can be embedded within automated appointment messages, like confirmations and reminders
Multiple forms to be sent within the same email
Both consent and smart forms to be sent at the same time
You have an opportunity to personalise the email a client receives when you send them a smart form
To send a smart form as a link within an email:
Go to Create -> Email, or anywhere else in WriteUpp that you can send an email from (eg when emailing an invoice post treatment)
Add the recipient in the To field, and either choose a template or add a subject and content to the body of your email
To add a form, click on the Forms icon within the email toolbar:
Use the search bar or browse the tabs to find the form you'd like to include:
Choose a form by ticking on the box to the right of the row, and then clicking on Insert Form:
The form will be added to the body of your email as a link:
Please do not edit the URL associated with the link, as this is what takes the client to the form when they click on it. Editing the URL will break the link and it will not work
Repeat steps 3 - 5 to add any additional forms to your email, for example to include both a registration form and a consent form:
Finish composing your message and then click on Send Email.
To send a standalone Smart Form:
Click on Create -> Form/Assessment
Choose which form you'd like to send and click on the icon at the end of the row under the Send as Smart form heading.
NOTE: Do not open the form and then send it to the client using the icon at the bottom right of the screen, as this will send it in a non editable state:
Select a recipient from parties linked to your active client:
Enter a message, choose an expiry date and click Send:
You'll then see confirmation that your message has been sent.
Via this method, the email the client receives is non-customisable and deliberately doesn't contain any identifiable information, other than the recipients name:
To be able to customise what your clients see in this email, you should add the form link to an email, as above.
An email address for the recipient
A mobile number for the recipient
SMS credits on your account
Smart forms can be sent in 2 different ways from WriteUpp:
As a link inserted into an email from anywhere in WriteUpp
As a standalone smart form from Create -> Form/Assessment
Both ways of sending a smart form result in the same outcome, but there are a couple of advantages of sending forms by adding the link to an email. These are:
Forms can be embedded within automated appointment messages, like confirmations and reminders
Multiple forms to be sent within the same email
Both consent and smart forms to be sent at the same time
You have an opportunity to personalise the email a client receives when you send them a smart form
To send a smart form as a link within an email:
Go to Create -> Email, or anywhere else in WriteUpp that you can send an email from (eg when emailing an invoice post treatment)
Add the recipient in the To field, and either choose a template or add a subject and content to the body of your email
To add a form, click on the Forms icon within the email toolbar:
Use the search bar or browse the tabs to find the form you'd like to include:
Choose a form by ticking on the box to the right of the row, and then clicking on Insert Form:
The form will be added to the body of your email as a link:
Please do not edit the URL associated with the link, as this is what takes the client to the form when they click on it. Editing the URL will break the link and it will not work
Repeat steps 3 - 5 to add any additional forms to your email, for example to include both a registration form and a consent form:
Finish composing your message and then click on Send Email.
To send a standalone Smart Form:
Click on Create -> Form/Assessment
Choose which form you'd like to send and click on the icon at the end of the row under the Send as Smart form heading.
NOTE: Do not open the form and then send it to the client using the icon at the bottom right of the screen, as this will send it in a non editable state:
Select a recipient from parties linked to your active client:
Enter a message, choose an expiry date and click Send:
You'll then see confirmation that your message has been sent.
Via this method, the email the client receives is non-customisable and deliberately doesn't contain any identifiable information, other than the recipients name:
To be able to customise what your clients see in this email, you should add the form link to an email, as above.
Updated on: 18 / 01 / 2022