---
title: "Sending Forms"
slug: "sending-forms"
updated: 2024-02-26T18:27:59Z
published: 2024-02-26T18:27:59Z
canonical: "help.nexudus.com/sending-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending Forms

You can send forms in four different ways, depending on your needs:

- **Sending Forms Using the Form's Invite Link**

Every form has a unique URL by default. You can send this link directly to customers via email or any other external channel. You can also include it in CRM boards, messages, and even reminders by adding the link to message macros.

- **Sending Forms From the *Send Requests* Tab**

Every form has a **Sent Requests** tab that lets you send the form to customers while also letting you keep track of the responses you've already received.

- **From a Customer's Account**

You also have the option to send a form directly from the **CRM** tab of any customer's account.

- **Sending Multiple Forms to a Customer via the Bulk Actions Menu**

You can send multiple forms at once to a specific customer via the *Bulk Actions* menu available on the Forms page.

          Forms can only be sent to one customer at a time.

          

If you want to get information from a large number of customers at once or automate when the request is sent, consider using our [Surveys](/v3/docs/surveys) feature.

## Sending Forms Using the Invite Link

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Community > Forms**](https://dashboard.nexudus.com/content/formPages).
3. Click on the relevant form.
4. Scroll down to the **Invite links** section.
5. Copy the URL under **Invite link**.

You can now share this URL directly with customers through external newsletters, or even via email. You can also add this link to discussion boards or the message macros you use for some reminders and CRM board stages.

          Customers won't receive the link until you share it via one of the channels mentioned above.

          

## Sending Forms from the Requests & responses Tab

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Community > Forms**](https://dashboard.nexudus.com/content/formPages).
3. Click on the relevant form.
4. Click on the **Requests & responses** tab.
5. Click on **Send form**.
6. Select a **Customer**.

          Can't find your customer in the list?

          

Start typing their name to find their record.

1. Click the **Save Changes** button.

Your customer will receive an email notification within a few minutes. The notification will include a link to the form.

![formnotif.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/formnotif.png)

As soon as the customer fills out the form, the status of the request will switch from *Pending* to *Submitted*.

![Forms_Statustag.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Forms_Statustag.png)

## Sending Forms from a Customer's Account

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click on the relevant customer.
4. Click **CRM > Forms**.
5. Click on **Send form**.
6. Select the **Form** you want to send.
7. Click the **Save Changes** button.

  

Your customer will receive an email notification within a few minutes. The notification will include a link to the form.

![formnotif.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/formnotif.png)

As soon as the customer fills out the form, the status of the request will switch from *Pending* to *Submitted*. The same will also happen in the form's **Requests & responses** tab.

## Sending Multiple Forms to a Customer via the Bulk Actions Menu

This option lets you send multiple forms at once to a single customer.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Community > Forms**](https://dashboard.nexudus.com/content/formPages).
3. Tick the checkbox next to every form you want to send to the customer.
4. Click **Send form** in the *Bulk Actions* menu.
5. Select a customer.
6. Click **Yes, do it** to confirm.

Your customer will receive an individual email notification for each form sent within a few minutes. The notifications will include a link to the form.