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Once you have created a form, you will want to send it out to collect responses from your contacts. You have several options for sending a form:
  • Directly from Brio
  • From the Penbox extension on Outlook
  • In bulk via a Campaign in Penbox
  • Individually from Penbox
  • Via a generic link on your website or in an email signature
This guide covers the last two options in detail.

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Send a form individually from Penbox

1

Open your workspace

Go to your Penbox workspace.
2

Create a new form

Click the + next to Forms.
3

Choose your form

Select the form you want to send.
4

Define the contact

Set the person you want to send the form to:
  • Existing contact: search by email address to check if the contact is already known in Penbox.
  • New contact: fill in their first name, last name, email address, and phone number.
5

Send

Click Send.
Your contact will shortly receive an invitation to complete the form.
You can make a form available via a generic link to embed on your website or add to an email signature.
1

Open your workspace

Go to your Penbox workspace.
2

Go to your form template

Click Templates → Forms, then select the form you want to share.
3

Check default options

Click Default options and make sure that any mandatory options have a default value. If they don’t, set them and click Save.
4

Copy the generic link

Go back to your form’s home page and click Copy link in the “Generic link to embed on your website” banner.
You now have a generic link that leads directly to your form.

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What’s next?

Build your first form

Create a form template in Penbox from scratch.

Form Notifications

Configure the invitation and reminder emails your contacts receive.