Email form link, receipient clicks, form opens in website

  • LeeJesseJesse
    Asked on July 2, 2024 at 1:21 PM

    I have created an item submission form.

    Would like to email form link to potential customers

    When customer clicks link for form, the form will open up in my website

    I would like the form to stay hidden from public. Only someone with link can access


    Thank you!

  • Mafe_M JotForm Support
    Replied on July 2, 2024 at 2:07 PM

    Hi Jesse,

    Thank you for reaching out to Jotform Support. Sure, you can restrict who can fill out your form. We’ll just need to set your form’s Access Settings to Private. This means that only people who you invite can access your form after they sign into their Jotform Account. It’s easy to set up. Let me show you how: 

    1. In Form Builder, click on Publish in the orange navigation bar at the top of the page.
    2. Click on Settings and click on Private Form and select your permission.
    3. Next, enter the email addresses for the people you want the form to be sent to.
    4. Click on Submit & View to select the permission type, and then click on Send Invitation. That’s it. You’re done.

    Email form link, receipient clicks, form opens in website Image 1 Screenshot 40

    After you invite people to fill in your form, they’ll receive an email that has a View Form button:

    Email form link, receipient clicks, form opens in website Image 2 Screenshot 51

    When they click on that button, they’ll be asked to log in to their Jotform Account, or they’ll need to create a Jotform Account to fill in your form:

    Email form link, receipient clicks, form opens in website Image 3 Screenshot 62

    After they sign in/login to Jotform with the email address they were invited with, they’ll be able to fill in your form.

    Give it a try and let us know how it goes.


 
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