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

Jessica Hodge · 05/22/20

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.

Andrée Starå · 05/22/20

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

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Mike Wilday · 05/22/20

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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Mike Wilday · 05/22/20

2020-05-22_11-43-08 (1).gif

Jessica Hodge · 05/22/20

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 Starå · 05/22/20