How to Send Form Requests to Customers

Before You Begin

• Owner or admin permissions required
• The form must already exist

Steps

Step 1: Open the form

Go to Products & Services > Forms, find the form, and click it to open the details page.

Step 2: Request responses

Click Request responses. Then select the customers to send to:

• From roster — browse or search your customer list and select individuals
• From contact list — select a contact list to send to all customers in it

Step 3: Send

Click Send requests. Each selected customer receives an email with a link to complete the form online. Track completion and view responses from the form’s details page.

Troubleshooting

“Request responses” option not visible? Confirm you’re on the form details page and have permission to manage forms.

Customers didn’t receive the request? Verify email addresses are correct and check spam folders.

Can’t select customers? Confirm customers exist in your roster and that contact lists exist if using that option.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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