Sending Forms to Your Clients
Once you’ve built your forms in Bloom, there are several ways to share them with your clients.
Option 1: Send the Form Link Directly
You can copy the form’s URL and send it to your client via email or chat.
When your client submits the form this way, their answers will be emailed to you directly.
The form won’t be linked to a specific project unless you send it through a project.
Option 2: Embed a Form on Your Website
You can also embed your Bloom form directly into your website.
We recommend embedding a Lead Capture Form or an Instant Booking Form, since these are designed for collecting leads and bookings directly from your website.
When a form is embedded, submissions will automatically create a lead or project in your Bloom account, depending on the form type.
💡 Tip: You can find your form’s embed code by opening the form in your Bloom account and clicking Share > Embed.
Option 3: Add the Form to a Project
To keep everything organized, you can add your form directly to a project:
Open the project.
In the Forms section, click the + icon.
Select the form you’d like to attach.
Choose whether to email the form to your client or show/hide it in the client portal.
When a form is added to a project, all submitted answers are linked to that project. You’ll be able to view the responses right from within the project page.
Tracking Form Completion
If a form hasn’t been filled out yet, it will display as “Incomplete.”
Once the client submits the form, the status automatically updates to “Completed.”
If a client partially fills out a form and exits, their answers are automatically saved. When they reopen the form, they can pick up where they left off.
