Is there a way to send multiple forms in one email?

Yes. You can include multiple forms in one email by adding form links to your message. Each form appears as a separate link, and clients can open and complete them individually.

Here’s how

Follow these steps:

  1. Open the Message tab in the client profile
  2. Make sure the message is toggled on for 'Email'
  3. Create a subject and text body in the message box
  4. Type # to find and select a sendable form
  5. Select the form from the drop-down list
  6. Repeat for any additional forms
  7. Click Send email

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