Using InForms to Populate Team Member Profiles

To help collect profile information efficiently, Laudio provides InForms that allow team members to submit information directly. Responses automatically populate designated sections of the team member profile for review.

Which InForms Should Be Used?

Two InForms are designed to update team member profiles:

• Team Member Profile Questionnaire
• Professional Development Questionnaire

Using an InForm to Populate Team Member Profiles

From the InForms section in the left navigation menu:

1. Click Add New InForm.

2. Select Team Member Profile Questionnaire or Professional Development Questionnaire.

3. Review the form and make any necessary updates before sending.

• Note: Questions marked with a "" symbol automatically populate fields on the team member profile. Do not edit these questions, as changes may prevent information from transferring correctly. 

How to Send These Informs

InForms can be sent to:

• A single team member
• A selected group of team members
• An entire team

For leaders new to Laudio, consider sending these questionnaires to the entire team to quickly build profile information. Let team members know the forms are being used to gather information that supports more personalized leadership interactions.

Send from the InForms Section

1. Open the InForm to send.

2. Click Collect Responses in the upper-right corner.

3. Enter a team member's name or click Select Group to choose recipients. 

4. Update the message as needed and click Send InForm.

Send from a Team Member Profile

1. Open the team member's profile.

2. Select General Information or Professional Details from the left navigation.

3. Click Collect Data in the upper-right corner.

3.  Update the message as needed and click Send InForm.

FAQs 

Q: How can I improve response rates?
A: Notify team members before sending the InForm so they know to expect the email and understand its purpose.