InForm Distribution and Data Collection Methods

After creating an InForm, responses can be collected in several ways depending on the audience and use case. InForms can be distributed through email, public links, or QR codes, or responses can be entered directly into Laudio during a conversation.

Send an InForm by Email

Use email when sending an InForm directly to a specific individual or group within the organization.

1. Click InForms from the left-hand navigation menu.

2. Locate the form and click the Collect Responses (email) icon.

3. In the popup window, select recipients in the To field.

4. Review the email message.

5. Click Send InForm.

Share an InForm with a Public Link

Use a public link when respondents need access outside of a direct email invitation.

1. Click InForms from the left-hand navigation menu.

2. Click the More Actions (...) menu next to the form.

3. Click Share Public Link.

4. Paste the copied link wherever it needs to be shared.

Share an InForm with a QR Code

Use a QR code when collecting responses in person, at meetings, or in common areas.

1. Click InForms from the left-hand navigation menu.

2. Click the More Actions (...) menu next to the form.

3. Click Generate QR Code.

4. Share or print the QR code from the newly opened tab.

Add Responses Directly in Laudio

Use this method when collecting responses during or after a conversation.

1. Click InForms from the left-hand navigation menu.

2. Locate the form and click the Add Response (+) icon.

3. Complete the form responses.

4. Click Submit Responses.

FAQs

Q: If a leader sends an InForm by email and a team member responds, can the leader view the response?
A: Yes. When a team member completes an InForm sent by email, the leader receives an email notification with a link to review the response.

Q: If a leader adds a note to an InForm response, can the team member see it?
A: It depends. When adding a supplemental note, the leader can choose whether the note is visible by selecting or clearing the Eye icon.