Smart forms can be sent in two different ways from WriteUpp:

As a link inserted into an email from anywhere in WriteUpp, known as a "Linked form"
As a standalone smart form from Create -> Form/Assessment

Once the email is received, the way in which it is completed is the same. The recipient clicks on the link within the email, receives an access code via SMS which is entered online to open the form. The recipient then completes the fields and then saves the form, which is returned to you.

There are however differences between the pathways in how you send the form and what a client sees when they receive the email.

As a "Linked Form"

Linked forms are sent from any email screen within WriteUpp where you see the Forms icon in the toolbar:



When a form is sent as a link within an email:

Forms can be embedded within automated appointment messages, like confirmations and reminders
Multiple forms can be sent within the same email
Both consent and smart forms can be sent at the same time
You have an opportunity to personalise the email a client receives containing the link to the form
There is no 'cover message' added to the top of the online webpage where the form is completed
No expiry date can be set, the form will be available until it has been completed

Sending forms in this way provides more flexibility in what can be sent to clients and when, and can automate the sending of forms within appointment communications.

As a standalone smart form

Standalone smart forms are sent from Create -> Form/Assessment by clicking on the icon in the Smart form column:



When a form is sent as a standalone smart form :

One form can be sent at a time
The client receives a simple, non-customisable email to advise they've received a message
A 'cover message' can be added which displays at the top of the form once it's been opened online
A expiry limit can be set, which kicks in once the message has been opened. After this limit has passed, it will no longer be available

Sending forms in this way allows additional information to be sent with the form that can only be seen once the access code has been entered online. It is however a fully manual process, and doesn't allow for the email text to be changed.
Was this article helpful?
Cancel
Thank you!