Smart Forms Overview

Overview: Forms are a powerful tool for operations within your organization, allowing you to send messages to specific groups or individuals quickly and efficiently. Use our Broadcast Builder to create a tailored Broadcast, Discover how to use our Audience Builder, and Configure how you'd like to Deliver your Broadcast so you can ensure that the right message reaches the right audience at the right time!

Links on How to use Forms:

Creating a Form - Learn how to build and prepare a Form. This article covers the basics of creating a new Form, including titles, categories, adding content, and other features.

Link to Detailed Article: Building Your Form

Define your Audience:

Learn how to define your audience for a Form. This article explains how to filter recipients by region, team, department, job title, skills, and more. You'll also explore segmenting options to further refine your audience.

Link to Detailed Article: Defining Your Audience

Form Reporting:

Learn how to use Form reporting to track and manage your Forms, Checklists, and Surveys. Here you'll be able to download either a CSV file or Export a PDF of your Form Submissions. 

Link to Detailed Article: Form Reporting

Form Cards:

Learn how to use the different styles of Form Cards to create your Checklists, Forms, and Surveys. Here you'll have detailed information on each Card Available to use.

Link to Detailed Article: Form Card Types