How to Share Forms & Contracts via Email Invitation

You can easily share your PhotoBiz Forms & Contracts with clients directly from your control panel using email invitations. This is especially helpful when you do not want your form displayed publicly on your website.

IMPORTANT: If the person you're sending an email invitation to has previously unsubscribed from your email list, they will not receive your invitation.

STEP ONE

Log into your PhotoBiz account and click on Forms from the left-hand menu.

STEP TWO

Search or click on the form name you want to share with your client.

STEP THREE

Click the Share button in the upper right corner of the form editor.

STEP FOUR

Click Email Invite to share the form via email. You can select an existing contact from your Contacts list or enter a new email address manually.

STEP FIVE

Add the contact(s) or email address(es) you want to send the invitation to, then click Continue.

FINAL STEP

Customize the following email details:

• From Name
• From Email Address
• Subject
• Message

Click Send to deliver the email invitation to your selected recipients.

EMAIL INVITATION CONFIRMATION

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.

CHECK EMAIL INVITATION DELIVERY STATUS

After you've sent your email invitation to your client, you can view their contact details to check the status on the email invitation to make sure it was delivered and if they have opened it. 

Learn More: How to View Contact's Email Invitation Status

WHAT CLIENTS SEE

When your client receives the form share email, it will include your logo, branding, and the message you entered—similar to the screenshot shown below.