The Goal: Share a form or survey you have built so the right people can find and complete it.
Before You Begin:
- You have already created the form or survey you want to share (found under Marketing & Communication, Communication section, Forms/Surveys).
- You have decided how you want to distribute it — by link, by share link, or embedded on your website.
Step-by-Step Instructions
There are a variety of ways that you can share your form. Choose the method that fits how you want to reach your audience:
- To share by copying a direct web address, see Sharing using the form URL.
- To share a trackable link generated by the system, see Sharing using the form Share link.
- To embed the form directly on your website, see Publishing a form/survey to your website.
Common Pitfalls
- Sharing before publishing: A form must be active/published before a recipient can open and submit it. Confirm the form is live before distributing the URL or Share link.