Sharing your Forms & Contracts from your PhotoBiz account is very easy to do. You can display your forms on any page of your website and simply send the link to your clients via email invation or direct link.
For some of your forms and contracts, you may not want them to be shown on your website. This guide will walk you through the steps of sharing your forms directly to your clients from your PhotoBiz account control panel with email invitations.
IMPORTANT NOTE: If the person you're sending an email invite to has previously unsubscribed their email address from your lists, they will not recieve an email invite for the form.
STEP ONE
Log into your PhotoBiz account and click on FORMS in the left side menu.
STEP TWO
Click on the FORM NAME you want to send an Email Invite to your clients for.
STEP THREE
Click on the SHARE button at the upper right side of the FORM EDITOR.
STEP FOUR
Click on the EMAIL INVITE button to share the form out via email to your clients. This will allow you to use any existing contact in your CONTACTS list or you can enter an email that hasn't been entered previously.
STEP FIVE
After you've added your contacts or email addresses you'd like to send an email invitation to your form to, click on the CONTINUE button.
FINAL STEP
You can customize the following options before sending your Form email invitation:
- FROM NAME
- FROM EMAIL ADDRESS
- SUBJECT
- MESSAGE
Click on the SEND button to send out your Email Invitation to the selected contacts or email addresses you added.
After you've sent your email invitation to your form, you'll have a confirmation screen similar to the one in the screen shot below.
EMAIL INVITE EXAMPLE
Your client will recieve an email with the invitation to the form in their inbox that is similar to the screen shot below.
TRACKING YOUR FORM EMAIL INVITE
You can check on the delivery status for your Form Email Invite via the Contacts section on your control panel. You can click on the contact and then the Email Invite button to view the following:
- NAME/SUBJECT
- SENT DATE
- STATUS
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