Sharing you form link
You’ve completed your form and now it’s time to share it with your clients.
Video walkthrough: Sharing Form links:
Checklist before sharing:
- Preview your form before sending - Remember that after a client completes your form, you will no longer be able to edit the content. You can preview the form by accessing the form link, entering your info and proof reading your work. Make sure you do NOT complete the form while previewing.
- Outline your target audience - Understanding your desired audience will help you design a targeted audience for email or SMS automations, or possibly printing a QR code for new member quick access.
Accessing form link:
After you have completed your form, the link your audience will use to access your form will be available on the form detail page.
- Navigate to your form list
- Click on your desired form
- On the left side of the form detail page, you’ll see “Form is active. Customers can access the form using the following link. Copy this link.
Sharing form link
There are many ways to share your form link. We’ll discuss a few popular options you can execute directly from your LoopSpark account.
Share form in Email or SMS automation
Once you’ve copied your form link, a great place to share this with your audience is through a LoopSpark email or SMS automation. You might already have perfect automations for this purpose, such as First Upcoming Visit
, Prospect
or Member
automations.
Email automation example:
SMS automation example:
QR code for form
Creating a QR cod for you form link can be helpful for streamlining new client intake. Having a printed form QR code in your studio lobby will allow new clients to scan the code and access your form on their mobile device.
Creating a QR code on Mac:
- Click on your form link as if you’re a client
- Once on your form page, right click on the page and select
Create QR code for this page
- Save the QR code, print and display in your studio
Creating QR Code without a Mac:
Don’t have a Mac? No worries, there are plenty of free QR generators. Here are a few we recommend: qrcode monkey , QR Code Generator