How can I send my form to many recipients?

Last updated Dec 23 2019
What is Targeting and how to use it

FormTitan enables you to send your forms via email or SMS to a large group of people. In order to do so you will need to create a mailing list or a phone list and then send your form using the "Targeting" feature to the people on this list.
* Please note, this option is only available if you are using your own mail server and without a fallback to FormTitan

Create a new Campaign

Following are steps to use "Targeting" and send out your form:

1- Make sure you have at least one mailing list ready or phone list, depending on how you want to send your form. If not - simply create a new one.
2- Enter the form builder and open the form you would like to send.

3-

Go to the "Properties" panel > "Form" tab > Settings" option > "Targeting" category

4-

Press on "Configure and a window will open displaying your campaigns. The first time you open this window it will be empty and you will need to create a campaign by pressing on "Add campaign".

5-

Once the "Targeting" window will open you will be able to create a campaign in 6 steps.
- Step 1: Name. You will be required to choose your campaign type (email or SMS), give your campaign a name and if you wish to, also a description (it is not a mandatory field).


- Step 2: Email.  You will need to set up your email or SMS template. for example: in the email configuration you will need to enter text for the "Subject" of the email, your name for "From Name" field, valid email address for Reply to"  field. etc.
In the SMS configuration, on the other hand, you will only be required to fill in the "from" field and the text.
Once details are filled in - press on the "Next" button.


- Step 3: Disclaimer.  Add a disclaimer text to your email or SMS
 
 - Step 4: List. This is the step where you configure your recipients by selecting from your existing mailing lists or phone lists. Notice that only the relevant type of list will appear at this stage. If you chose to create an SMS campaign in your first step, you will only be shown 
phone lists in this step.
 If you do not have a mailing list or a phone list you can press on the "Add list" option to create one.
 
 - Step 5: Test. This step allows you to send a test email or test SMS to yourself or to others before you send it to the entire list.
* This option will not work if you haven't got your own SMTP email server configured and the "Fallback to Formtitan" option turned off.
 
 - Step 6: Send. This is the final step, where you can see how many recipients you chose and press on "Send".
* Again, this option will not work if you haven't got your own SMTP email server configured and the "Fallback to Formtitan" option turned off.



Existing Campaigns - View, Duplicate, Statistics

Each campaign you create will appear in this window, as a row inside a grid. You will then be able to view it, duplicate it or follow up on its statistics.
Once you send your email to a mailing / phone list, you will, of course, be interested in knowing how many people viewed your form, how many submitted it and how many did not even open it. In addition, you would probably want to re-send your email or SMS to those who didn't react. All this will be able to you under Statistics.
Following are the steps to use the statistics:

1- Enter your form in the form builder and open the "Targeting" window.
2- View your campaign in the grid. In order to check its statistics, it must be Approved. Once approved - press on "Statistics"
3- The campaign's statistics window will open, displaying:
- your campaign name and creation date.
- How many recipients were sent in total
- How many viewed the form and how many filled it in
- The percentage of viewed and submitted
 Watch the video
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