What are Form Requests?
A form request is an invitation sent to a specific person (or group of people) asking them to fill out a particular form. Instead of sharing a generic form link, form requests let you target specific individuals and track who has and hasn't completed the form.
Creating a Form Request
To send a form request:
- Navigate to the Forms section
- Click Send Request next to the form you want to send, or click New Request in the Form Requests panel
- If starting from New Request, select which form to use
- Choose the recipient(s) — you can select individual profiles or use a smart list to target a group
- Configure any additional settings (message, due date, reminders)
- Send the request
Tracking Requests
The Form Requests section shows all active requests with their completion status. You can see:
- Incomplete requests — Requests that haven't been submitted yet
- Completed requests — Requests where the form has been filled out
- Request details — When the request was sent, to whom, and the current status
Reminders
For requests that haven't been completed, you can configure reminders. Reminders automatically notify the recipient that they have a pending form to fill out. This helps improve completion rates without requiring manual follow-up.
Form Automation
Forms support several types of automation that trigger when a submission is received:
Auto-Create Profiles
When a form submission comes in, Qik can automatically create a profile record using the data from the Person field group. If a matching profile already exists (based on email or name), the submission can be linked to the existing profile instead of creating a duplicate.
Notification Automation
Configure automatic notifications to alert your team when submissions arrive:
- Email notifications — Send an email to designated recipients when a form is submitted
- In-app notifications — Display a notification in the admin dashboard
Workflow Integration
Submissions can be automatically added to workflows for further processing. For example, a volunteer application form could automatically create a card in your 'Volunteer Onboarding' workflow, routing the applicant through your review process.
Managing Active Requests
From the Form Requests list you can:
- View all pending and completed requests
- Resend requests to people who haven't completed them
- Cancel outstanding requests
- Review submitted responses
Tips for Effective Form Requests
- Set clear due dates — Give people a deadline so they know when to complete the form
- Use reminders — Automated reminders significantly improve completion rates
- Personalise the message — Include context about why they're receiving the request
- Track completion — Regularly check the Form Requests panel to follow up with non-responders