Embed form in an automated email

I would like to be able to embed a form in an automated email that is sent out to people once a week, so that I can request status reports. I would like to use this, instead of an update request, so that I can have a historical record of previous status and comments.

Embedding the form will improve the user experience, especially for Project Owners who are not as familiar with Smartsheet. Lets be honest - Execs will take any excuse not to fill out a survey. Having to click a link that doesn't contain good information about where it is taking you can look like a scam - especially when it is not coming from an email within your network.

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Project Management

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Comments

Lyn C

The question about embedding a form has been asked several times, but I have not seen any responses on a solution. Does Smartsheet monitor these questions to assist in resolutions? I would really like to to utilize this functinality.

Genevieve P.

Hi @Lyn C

Thank you for commenting and Voting on this Idea post!

The Product team reviews the top voted posts each month to gather customer feedback and provide a status update on the most popular ideas.

Cheers,

Genevieve

Matthew L

Echoing this idea as this would be an awesome feature that would add a lot of versatility to the use of forms for teams that use forms for project updates (which I'm sure many teams do since this is something I learned from Smartsheet reps).

Learner3000

Upvoting again in February 2024 for this function. Likeliness of response is higher for any kind of input from users if they do not have to click a link to get to the input. Would love to see an embedded form in automated email.

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