If you're just getting started setting up a tracked group form, be sure to read these two articles first:
If you have already set up your group and your form but still need to send...
- Log in to your account
- Click on the person icon in the top right corner and select Groups/Docs.
- On the right side under Documents, click Sharing Options underneath the name of your form.
- When asked how you would like to share your form, select Email to a Group.
- Choose the group that you previously set up from the Existing Groups drop-down menu. Click Create Form.
Note: If you haven't yet set up a group, instead click Create New Group and follow these instructions.
- Edit the text of the email that your group recipients will receive, as needed.
- If this is your first time sending a tracked group form, we would strongly recommend you contact [email protected] or 929-322-4255. We're happy to double check everything before you send!
- When you're ready to send, click the Activate Form & Send button.