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

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

edited 05/22/20 in Using Smartsheet

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.

Answers

  • Mike WildayMike Wilday ✭✭✭✭✭
    edited 05/22/20

    Here's how to get a link to your form.

    1. Navigate into the form.
    2. Click on Sharing.
    3. Click on link.
    4. Then copy the link.


  • Thanks for your help, but that's not exactly what I am asking.

    Can you send an automated message from a sheet and not include any access to that sheet, just a message and link? How?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jessica Hodge

    Yes, you can set up an alert to send automatically with a link to the form.

    Would that work?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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