URL for survey to send to clients

Jennifer N. shared this question 21 hours ago
Answered

Hi there I have a survey called Wedding Questionaire I need a URL for so I can send it out to clients,

Can you assist?


Thank you,

Jen

Comments (2)

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Do you have an email template created that you are going to use to send the link?

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I haven't made one yet no. Do you need that done before you can create it?

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I have it created and added a manual email template "Wedding Questionnaire" which contains the link. We did need to make the wp checkout template active in pages/templates it is needed to create the link and for it to work.

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I'd add an automation letting you know when you get the answers to the survey


OR (and this can be quite a setup process but simplifies things later)

You could create a bunch of optional fields for the questions and build a quote update form in pages/templates to send instead of what you have now. Then when they fill it out, the answers will populate those fields. You can then put those fields into a packing list/invoice to use later instead of having to manually enter the details from the survey.


The following link can get you started:

Quote Pages - Event Planning Form | Quote Pages | Support

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