Need assistance asking people who haven't responded to a form to fill it out.

Jessica Hodge
Jessica Hodge ✭✭
edited 05/22/20 in Smartsheet Basics

I have two sheets. One with contact information and another with the fields for a form. I have a formulated column in the contact sheet that compares information to the form sheet and determines if the person in the row, or a representative from their company, filled out the form, basically like a V lookup.

My question is how would I automate messages to the people who have not filled out the form to get them to fill it out? It's not really an update because I don't want them to update the contact sheet. I want them to update the form sheet.

Is there a way to just send an email I compose myself with the links to the form? I want no reference to the Contact Sheet at all.

I hope that makes sense. Thanks in advance.

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