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.

Find more posts tagged with

Forms

functionality

Automations

Accepted answers

Andrée 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!

All comments

Mike Wilday

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

Navigate into the form.
Click on Sharing.
Click on link.
Then copy the link.

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

Mike Wilday

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

Jessica Hodge

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

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

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.