Customizing InForms settings

InForms is a highly versatile feature with various settings to support you in data collection efforts. 

Settings can be customized to:

  • automate reminder emails
  • provide recommendations for you based on responses that come in
  • create a message template for outgoing messages

Overview of Settings

Access the settings for each InForm by 

  1. Navigating to InForms on the left-hand navigator, then selecting the InForm you wish to view.
  2. Click on "settings" in the middle of the screen. 



General Settings

 Allow users without access to this form to see responses in team member profile page.

This setting means other managers can see an employee's response to an InForm from their profile page even if they did not send the InForm itself. 

Automatically sync responses to profile page

This means any InForm with a purple circle next to the question will flow over to the team member profile page.  These questions are primarily in the Professional Development and Team Member Profile InForms. 

Limit number of responses can submit

This allows you to limit the number of responses a person can have.  If you wish to use this anonymously, you will not want to set a limit value as Laudio does not know who is submitting it and will lock after the stated amount of responses.

Response Template

You can customize the message that is used when you email the InForm to your team. 

Do not modify the green hyperlinks in the template.  These auto-populate team member and manager name for your ease.

Recommendation to Launch this InForm

This setting allows you to make a recommendation for yourself as a reminder to send the InForm. *Great for recurring needs such as monthly staff meetings or quarterly rounding!

Share Response 

This setting means notes you make on the InForm itself will be visible to employees/others if you share the results with them from Laudio. 

Reminder Settings

Use this section to customize the frequency you would like to send reminder emails.  You can also customize the wording of the reminder email if you would like. 

Type

You can use this setting to create a tag on the team member profile page where responses are visible. 

Notifications

You can choose for Laudio to notify you by email if an employee responds and can choose to see the content in the email.