The PhotoBiz Website Package includes a powerful Form & Contract builder, enabling you to create digital contracts for your clients to complete and sign. Sharing these forms and contracts with clients is simple and can be done by displaying them on any page of your website or sending them directly via email invitations or links. However, for certain contracts that you may not want publicly visible, this guide will walk you through the steps to share them directly with your clients from your PhotoBiz account control panel using email invitations.
STEP ONE
Log into your PhotoBiz account and click on FORMS in the left side menu.
STEP TWO
Create a new form and set up a new contract or click on the name of an Choose your custom form by clicking on the form name.
STEP THREE
Click on the SHARE BUTTON at the top right of your form/contract.
STEP FOUR
Click on the EMAIL INVITE button to share the contract out via email to your clients. This will allow you to use any existing contact in your CONTACTS list or you can enter an email that hasn't been entered previously.
STEP FIVE
After you've added your contacts or email addresses you'd like to send an email invitation to your form to, click on the CONTINUE button.
FINAL STEP
You can customize the following options before sending your Form email invitation:
- FROM NAME
- FROM EMAIL ADDRESS
- SUBJECT
- MESSAGE
Click on the SEND button to send out your Email Invitation to the selected contacts or email addresses you added.
CONFIRMATION MESSAGE
After you've sent your email invitation to your form, you'll have a confirmation screen similar to the one in the screen shot below.
CHECKING ON EMAIL INVITE STATUS
After you've sent an email invitation to your client, you can check in your Contacts to see if your email invite was delivered and if it was opened. You can click on your CONTACTS information and then the EMAIL INVITES tab to see the following details on the email invites:
- NAME/SUBJECT
- SENT DATE
- STATUS
Leave a comment
0 Comments