Emailing People Database Forms

Adding DataForm links to Emails

Brick River provides an excellent feature to attach a data form to an email and send it. For example, if you have thousands of contacts in your database and you want everyone to update their information, you can create a form using the form manager and send it in an email. Note that each data form is connected to a specific view. You can only email a form to the contacts for that specific view type.

In this tutorial, we are going to understand the steps for emailing database forms:

  1. Click Email in the main window. The Email Center page is displayed.
  2. Click Create a new email.
  3. Choose a template from the Default Template drop-down list.
  4. Add recipients and create content for the email.
  5. Click insert data form link to insert a data form. 
  6. In the Data Form Link Properties window, Select your data form from the drop-down list.
  7. Enter the Link text
  8. Click Ok. The link is added to the email.
  9. Click Send. When the contact receives the email and clicks on the link, they will be able to view and fill out the attached form.