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Key Benefits
- Customize settings to match workflows and simplify how InForms are sent, tracked, and managed.
- Improve visibility by syncing responses to team member profiles and sharing insights across leaders.
- Save time with automated reminders, notifications, and reusable templates for consistent communication.
Overview of Settings
To access the settings for each InForm:
- Click InForms from the left-hand navigation, then select the desired InForm.
- Click Settings in the middle of the screen.
General Settings
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Allow users without access to this form to see responses in team member profile page allows other leaders to view a team member’s InForm responses on their profile page, even if they did not send the InForm.
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Automatically sync responses to the team member profile syncs selected responses (marked with a purple circle) directly to the team member profile.
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This setting is commonly used in Professional Development and Team Member Profile InForms.
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- Limit number of responses a team member can submit limits how many responses each person can submit.
- For anonymous InForms, do not set a response limit, as responses cannot be tied to an individual and the InForm may lock once the limit is reached.
- Response Template allows customization of the message sent with the InForm email.
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- Note: 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 creates a recommendation to remind you to send the InForm. It is helpful for recurring needs, such as monthly staff meetings or quarterly rounding.
Share Response
This setting makes notes added to the InForm visible to others when the results are shared from Laudio.
Reminder Settings
This section allows you to set how often reminder emails are sent and customize the message to support clear and timely follow-up.
Type
This setting allows you to create a tag on the team member profile page where responses are displayed.
Notifications
This setting allows you to receive an email notification when an InForm response is submitted. You can choose whether to include the response content in the email.
