Once a form is created, how do my team members fill it out?

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    Asked on October 21, 2013 at 11:53 AM

    I have the buyer form created, now how do they access it to fill it out? Also, how do I set up the parameters on who the form goes to when it's filled out? Thanks! Stacie

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    Answered on October 21, 2013 at 12:44 PM

    Hello stacie, you just need to give them the form URL and distribute it to them by:

    1. From the Form Builder, click "Preview" button and the Preview window will popup


    All you need to do is to copy and distribute this link above the Preview mode.


    Once the form is submitted it uses your default Notification template. Each newly created form has already a default Notification alert.

    1. Click "Setup & Embed" tab

    2. Click Email Alerts

    3. Choose your Notification template name


    4. In here you can customize the message body. Click "Recipient and Reply-To Settings" button


    5. In this window, you can customize the parameters of the following

    "Sender Name" = From

    "Sender Email" = From(email address)

    "Reply-To Email" = Email address that is set to where you want to reply

    "Recipient E-mail" = This is the receiver of the email when someone fills up and submits the form. You will receive the notification on this email address. You can put multiple email addresses by putting a comma , or a semicolon ; in between each email address


    For further reference, please consult the following user guides:

    Setting Up Email Notifications
    Send Form Emails to Multiple Recipients
    Creating a Form Autoresponder

    For email technical troubles you may also consult this:

    How to setup email alerts to prevent email bouncing related issues
    Whitelisting JotMails IP Addresses