You can send forms to multiple clients at once by SMS, using a personalised link that ensures each client gets their own version of the form.
This is a great option when you need all your clients to complete the same form, such as updating their personal details or signing new terms and conditions.
Go to Forms in the left-hand menu
Click the three-dot menu on the right of the form you want to send
Select Send
Choose Send Bulk SMS
In the Message section, write your message
- The character counter will show how many characters you’ve used
To insert the form link, type #linkto"yourformname"
- This will automatically generate a personalised link for each client
Click Add clients
Set your filters and parameters to choose who receives the message
Click Add clients then you are ready to send