Overview

Recruiters and staffing managers can rapidly distribute customized forms to individuals or groups, ensuring timely and tracked completion via secure links and personalized messaging.



Navigation

  • Access the Form Packages section from the NextCrew dashboard.

  • Select the package by clicking its name to display the form details page.

Key Features

  • Send To Users: Use the "Send To" button at the top right to assign a form to crew members, staffing managers, or clients.

  • Recipient Selection: Easily select target users or groups based on the delivery needs.

  • Communication Flexibility: Choose how to notify (email, SMS, or in-app), with the option to use message templates for consistency and efficiency.

  • Personalized Messaging: Edit your outbound message, but do not remove the Hyperlink "FormPackageLink"—this macro generates a clickable link for completing the form.

  • Scheduling Support: Schedule form sends ahead of time for recurring or time-sensitive workflows. Click here to view how to schedule messages.

Steps to Send a Form

  1. Click on "Form Packages" from the menu.

  2. Click the name of the form package to open details.

  3. Click the "Send To" button at the top right.

  4. Select the users you wish to send the form to.

  5. Customize your message if needed, making sure to keep the "FormPackageLink" macro in the message body. Refer to the guide on using templates in messages for more efficiency.

  6. Choose the communication method (email, SMS, in-app) and send, or opt to schedule for future delivery.

The recipients receive the link instantly via their preferred channel, allowing them to click, review, and complete the form with ease.

Tips

  • Use recipient filters to ensure forms are delivered only to relevant users.

  • Leverage templates for faster repeat messaging and standardized communication.

See Also



This process enables fast, targeted outreach and enhanced response tracking, whether for compliance, onboarding, or client feedback.