top of page

How to Send a Form Using a Canned Email on Dubsado

If your Dubsado account relies on sending out Forms to collect or share information, there may come a time when you have to send a form manually.


Here's how:


Step 1: Navigate to the "Projects" tab on your left side menu + Select the client in question


Step 2: Select the "Forms" tab within their project & hover over the form in question.

(If the form doesn't already exist on your Client's Forms tab, simply click the "Add New Form" dropdown and grab it).


Step 3: Click "Send" -- This will bring up a small email composition box.

If you'd like to use a pre-written Canned Email, you can click the little ribbon icon and retrieve it. Step 4: Send now or Schedule your email to send at a later time.




DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?

Make a Post in our

Community!

I'll be glad to answer your questions and hopefully,

others can learn something new as well!

Don't have any questions? No problem! Let's chat

about what you liked most about this lesson :)


IMG_1336.jpg

Hi, I'm Ashley!

I'm the founder, head creator & hype girl behind Bloom Creator Studio – an intentional brand strategy studio helping eager entrepreneurs develop an effective and strategic approach to standing out online.

I created Bloom Creator Studio to serve as a platform for enrichment and connection. My main priority is for all of us to learn and grow within our businesses, and to empower and lift each other up as we do so. 

we all rise together!

Chat with Our Community!

bottom of page