How to Share Forms & Contracts via Email Invitation

PhotoBiz lets you share Forms & Contracts directly with clients using an email invitation. This is ideal when you do not want a form publicly accessible on your website. Invitations are sent from your control panel and include your branding, logo, and a custom message. By the end of this guide, you will know how to send a form or contract to one or more clients by email and confirm delivery.

Prerequisites

Only include this section if missing requirements would prevent completion.

• You must have an existing Form or Contract created in your PhotoBiz account.

• The recipient must not be unsubscribed from your email list.

Important: If a contact has previously unsubscribed from your email list, they will not receive form or contract email invitations.

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. If you have multiple categories or pages of forms, you can use the search bar to find your form you want to share. 

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 one or more contacts or email addresses. Existing leads, clients, or imported contacts will appear in the dropdown list. You can also use Add Contact to enter a new email address. When finished, 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.