How to send a form in an email

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    IanFlint
    Asked on June 04, 2015 at 07:29 AM

    Following my various messages about creating a PDF fillable form and the fact I could not meet a client deadline, I tested the embedded link for the form and sent it by email to two associate email addresses as a test as below.  Unfortunately, neither of my associates could open the form and received a number of error messages.  Why would this be?

    <script type="text/javascript" src="http://form.jotformeu.com/jsform/51404579408357"></script>

  • Profile Image
    Boris
    Answered on June 04, 2015 at 07:37 AM

    Hello Ian.

    I am sorry for all the inconvenience, but you seem to have tried sending a script embed method in an email. The script embed method is intended for embedding your form in an actual web page.

    To send your (online) form to clients, so that they can fill up the form, you would need to use the Email option in the Embed panel.

    How-to-Share-Form-using-Email-Link

    The recipients would then receive a direct link to your form in their emails: http://form.jotformeu.com/form/51404579408357

    I would also like to point out that this is not the same as the offline PDF fillable file. This form, through its direct link, needs to be opened in a web browser.

    Please let us know if you need further clarification, or if you have any other questions.

  • Profile Image
    IanFlint
    Answered on June 04, 2015 at 07:49 AM

    OK - that works.  Instead of sending the link from your system can I independently send it to individuals through our mass mailing system?  Importantly, can the recipient save a partly completed form and revisit it until they are able to submit the form fully complete?

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    Boris
    Answered on June 04, 2015 at 08:13 AM

    Yes on both questions, but the second one requires a much more detailed explanation, as it is not something that is turned on by default.

    To answer your first question, yes, you can send the direct link to the form through your mass mailing system.

    To answer your question regarding partially completed forms, we have two ways for you to set it up.

    1. You can Enable-Auto-Fill-Feature, so that your users can continue the work later.

    This approach is that it stores the entries in the browser local storage - browser cookies. This makes it super easy and fast for the form to store any data that is entered (good), but you must continue filling out the form in the same browser, on the same machine (bad). Also, if you erase your browser cookies, all the partially completed data would be lost, and you would have to start over.

    2. The second option is to Save-forms-to-continue-later.

    Bad: This method requires much more work to set up. You will need two forms. First one to capture their session and provide them with the link to continue. The second form would be your main form, which will need to have page breaks.

    Good: Data is saved on our servers every time your users click on the Next page button on the main form. This means that your users will be able to continue filling out the form on any other device and any other browser. For instance, they may start filling it out in Internet Explorer at work, and continue filling it out on their mobile phone in Chrome browser.

    Please take a look at the linked guides, and let us know if you need any help along the way. It might be best to open a separate thread in that case. Thank you.