How to Send a Form via Email

December 15, 2024

Jotform lets you send the direct link to your form within the Form Builder right after making changes, simplifying the process of sharing it via email. With this feature, you can seamlessly create, edit, and share your form all in one place, ensuring a smooth experience for both you and your form fillers.

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After you create or edit your form, follow these steps to send it via email:

  1. In Form Builder, click on Publish.
  2. Then, click on Email in the menu on the left.
  3. After that, click on Share on Email.
Share On Email option in the Email Publish tab of Jotform Form Builder
  1. In the Email tab, update the details in the Email Subject section to set your subject line, and customize the Email Content section for your message.
Email tab settings of the Share On Email section in the Email Publish tab of Jotform Form Builder
  1. Next, go to the Recipients tab and enter the sender name, reply-to email address, and the recipient’s email address to complete the email setup.
  2. Once everything is set, click on Send at the bottom.
Recipient tab settings of the Share On Email section in the Email Publish tab of Jotform Form Builder

Here’s what each Share on Email setting does:

  • Email Subject — By default, this shows your form’s title. You can update it to match your desired subject line.
  • Email Content — This includes a default message with your form’s direct link or custom URL, if enabled. You can personalize the message for your recipients using the editing tools above.
  • Sender Name — This shows your account name by default, but you can change it to anything else, for example, John’s Repair Shop.
  • Reply-To Email — This is set to your account’s email address by default, but can be updated to another one.
  • To — Enter the email address of your recipients here.

Notes

  • When sending the form to multiple recipients at once, each recipient will be able to see the email addresses of others. For privacy reasons, it’s best to avoid this method if the recipients are not within the same company or network.
  • Starter Plan accounts can send to one recipient at a time, while paid accounts can send to up to ten. Upgrade your account to increase the recipient limit.

Your settings in the Send On Email section reset every time you close it. To send your form via email with the same details, click on Send Another in the confirmation pop-up after successfully sending an email.

Successful email confirmation popup of the Share On Email section in the Email Publish tab of Jotform Form Builder
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