Need assistance asking people who haven't responded to a form to fill it out.
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.
Best Answer
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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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Here's how to get a link to your form.
- Navigate into the form.
- Click on Sharing.
- Click on link.
- Then copy the link.
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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?
-
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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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