The Sending Form Email Invite feature in TAAX Pro enables you to quickly distribute forms to your clients via email. Whether you're reaching out to existing customers or adding new recipients manually, this feature streamlines the process of form delivery. In this guide, you'll learn how to select recipients, choose a form, and send out email invites efficiently.
Follow the step-by-step guide below on how you can send the form invite to the customers on the TAAX Pro platform.
Step 1: Navigate to the left side panel, hover the cursor over the Custom Form Builder section, then click on the “Send Form Email” option.
Step 2: A modal window will appear where you can enter the details. Select a form you want to send from the dropdown.
Step 2: Select the customers you want to send the form email invite to. You can choose multiple customers from the dropdown menu.
Step 3: You can also enter the email addresses of additional recipients (guests) who are not existing customers. Multiple email addresses can be entered, separated by commas.
Step 4: After entering all the values in the fields, click the Submit button to send the form email invite.
After clicking on the “Submit” button, a success message will flash at the top of the page.
You have successfully sent the form email invite to the customers. They will receive the email in their inbox and can access the respective form.