How to Send Form Requests to Customers

Learn how to send form requests to customers so they can complete forms remotely. This is useful for collecting waivers, intake information, or other required forms without customers being present.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage forms (typically organization owners and admins have this permission)
• A form created that you want to send
• Customers in your roster to send requests to

Steps

Step 1: Navigate to Forms

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click Forms in the left sidebar
3. You'll see your forms list

Step 2: Select Form

1. Find the form you want to send requests for
2. Click on the form to open it
3. You'll see form details and options

What happens next: You'll see the form management page.

Step 3: Open Request Responses

1. On the form page, look for Request responses button or action
2. Click Request responses
3. A form request interface will open

What happens next: You'll see options to select customers.

Step 4: Select Customers

1. Choose how to select customers:

   Option 1 - Select from Roster:

   • Choose From roster or Select customers
   • Browse or search your customer roster
   • Select individual customers
   • Select multiple customers if needed

   Option 2 - Select from Contact List:

   • Choose From contact list
   • Select a contact list
   • All customers in the list will be selected

   Option 3 - Select Individual Customers:

   • Manually select specific customers
   • Use checkboxes or selection interface
   • Choose customers who need to complete the form

2. Review selected customers:

   • See list of customers who will receive requests
   • Verify email addresses are correct
   • Remove customers if needed

Note: You can send requests to multiple customers at once or individually.

Step 5: Send Requests

1. Review your selections:
   • Correct form is selected
   • Correct customers are selected
   • Email addresses are valid
2. Click Send requests (or Send)
   • Requests will be sent to selected customers
   • You'll see a confirmation
   • Button will show loading state while sending

What happens next: Form requests will be sent and:

• Customers receive email with form request
• Customers can complete forms online
• Form responses are tracked
• You can see who has completed forms

Managing Form Requests

After sending requests, you can:

1. Track completion: See which customers have completed forms
2. View responses: See form responses as customers submit them
3. Send reminders: Remind customers who haven't completed forms
4. Follow up: Contact customers about incomplete forms

Tips

• Send form requests well in advance of when forms are needed
• Follow up with customers who haven't completed forms
• Use contact lists for bulk form requests
• Track completion to ensure all forms are collected
• Send reminders for important forms

Troubleshooting

Problem: I don't see "Request responses" option Solution: Check that:

• You're viewing the form details page
• You have permission to manage forms
• Form requests feature is available

Solution: Make sure you've opened the form details page. Contact your organization owner if you need access.

Problem: Customers didn't receive form requests Solution: Check that:

• Customer email addresses are correct and valid
• Email notifications aren't disabled
• Requests were sent successfully
• Emails didn't go to spam/junk folder

Solution: Verify email addresses and check spam folders. Resend requests if needed.

Problem: I can't select customers Solution: Check that:

• You have customers in your roster
• Contact lists exist (if using contact lists)
• Selection interface is working

Solution: Make sure you have customers in your roster. Create contact lists if needed.

Problem: Form requests aren't being tracked Solution: Check that:

• Requests were sent successfully
• Form tracking is enabled
• You're viewing the correct form

Solution: Verify requests were sent and check form response tracking. Refresh the page if needed.