The Goal: Send a form or survey to your members using the form's Share link, so responses attach automatically to the correct contact in your database.
Before You Begin:
- You must have already created the form or survey you want to share.
- Have the contacts, list/committee, or system list (such as all Active members) ready that you want to send the form to.
Step-by-Step Instructions
- Go to Marketing & Communication, Communication section, click Forms/Surveys.
-
Find the form or survey you wish to share. Click the ellipsis
in the Actions column and select the
Share option.
- In the Edit Sharing window that opens, choose whether to send the form to an individual, a list/committee, or a dynamic system list of members (such as all Active members).
- Review the pre-populated form URL link. It contains a suffix and a merge field that will populate based on the contact id of the contact in your database.
- Send the form. The contact id attaches the form response to the contact and auto fills any contact-populated Form type fields in your form.
Common Pitfalls
- Editing the share link manually: Don't alter the suffix or merge field in the pre-populated URL. If you do, responses may not attach to the correct contact or autofill contact-populated Form type fields.
Form responses can be viewed in the Forms section, or by running the Form Response Report.