Forms: Sending a Campaign
Nicholas Hillier avatar
Written by Nicholas Hillier
Updated over a week ago

In left-hand navigation, select Unify and then select Forms.

Select the form that you want to send by clicking on the form name. This will pull up the current submissions from the selected form. In the top right-hand corner click on New Campaign.

Optionally, enter a reference label for the new campaign.

In the next steps, confirm the recipients that will receive the form when it is sent, the message that will be sent along with the form, the time and date that the form will be sent, and any required reminders. (Generally, you will be able to send the form as is with the information that was pre-selected by the administrator that created the campaign template.)

Once you have confirmed the information, return to the top of the page. In the top right corner, you’ll be able to click preview to view a preview of how the form will look to the recipients. When you are prepared, you can click Send to send the new Form campaign.

If you have any questions please click the blue bubble to start a conversation with one of our friendly team members.

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