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Build a Form, Send It Anywhere

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In Forms, click New form: copy one you already have, drop in a document, or start a blank form. Add a question, make it a dropdown, and click Use a 0 to 10 scale, and short lists show up as buttons clients tap. Save it, and it is ready to reuse.

Send it to clients from the form or from a client’s Requests tab, or add Send a form to an automation so it goes out on its own. The answer lands right on the client’s case.

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Transcript
Build a form once, and send it to any client, any time. In Forms, click New form. Copy one you already have, drop in a document, or start a blank form. Add a question and make it a dropdown. Click Use a zero to ten scale, and short lists like this show up as buttons your clients tap. Click Save, and it's ready to reuse. Send it to clients right from the form, or from a client's Requests tab. Or add Send a form to an automation, and it goes out on its own, like thirty days after every case opens. Your client gets a notification, taps an answer, and it lands right on their case. Ask in your own words, and hear back from every client.