Sending Forms

Forms can be sent to specific contacts with easy tracking of responses. Before being sent out, forms must have the Contact question field added so contact tracking is enabled.

Choosing Contacts #

To choose contacts to send your form to, navigate to your form’s page and click the Send to Contacts button.

From here, there are two options to starting adding contacts to your send list.

Add Contacts by Name #

Individual contacts can be added using the search bar under Add Contacts by Name. Contacts added through this method appear in a separate section on the right called Contacts from Search.

Add Contacts by Filters #

Ministry group, contact category, and membership status filters can be added to the form. All active contacts within these selected groups will be added to the form.

Contacts added to your form must have a valid email address.

Sending Forms to Contacts #

Once contacts have been added, you can send out a personalized link to each person.

You can also send personalized links to existing contacts in your form again. This can be useful if they lost the previous email or need another copy.

Emails may take up to 15 minutes to send to everyone. If after a while your contacts are still not receiving an email, please contact Sunergo Support.

Tracking Recipients #

After the form has been sent out, you can track who the form has been sent to including who has opened the form and who has submitted a response. This section can be found by navigating to your form’s page and clicking the Send to Contacts button.