You’ve worked hard to create web forms that are easy to fill out and beautiful to look at. Now, how do you get the forms to your clients? With Hush™ Secure Forms, there are three different ways your clients can access your online forms. In today’s post, we’re exploring each one so you can choose the option that best works for you.
On your website
Why? To allow your clients to easily access your forms on their own time.
How it works. You can add a web form to your website in a couple of different ways. One is as a link that will take your clients to a separate web page hosted by Hushmail, where they’ll fill out and submit your form.
How to do it. Once you publish your web form, you’ll be given its link. You can rename that link so it’s more attractive. Then, add the link to your website in whatever way is appropriate for you. You might have a dedicated “forms” page with links to several different forms. Or you might want a link to your contact form on your home page. If you need help putting the link on your website, be sure to contact us.
How it works. The second way you can add a web form to your website is to embed it, which means the entire form is visible right there on your own web page, and clients can fill it out there.
How to do it. We wrote an entire blog post about how to embed a secure web form into your website. Regardless of how you choose to put your form on your website, keep in mind that these forms can’t require a signature. Forms that require a signature must be emailed to your clients for reasons we’ll discuss in the next section.
Forms to add to your website. Your website is a good place to put your contact form, request an appointment form, and other forms that don’t require a signature, like a client experience survey.
Sent in an email
Why? So you can send specific clients exactly the forms they need and collect their secure electronic signatures. For the signature to be valid, it’s important that the identity of the signer is verifiable, and Hushmail does this by initiating signatures through email.
How it works. Your client will receive an email directing them to our secure message center, where they’ll be able to read and respond to your message and fill out the form. You can read more about our secure message center in our blog post How our secure message center works.
How to do it. You can add a web form to any email you compose in Hushmail webmail by clicking Add form at the top of the compose window. You can either go directly to the compose window, or you can click Send form next to any form in your Form list. Or, right after you publish a form with a signature field, you can choose the option at the top to Compose a new email.
Forms to email to your clients. Forms that you might send by email include your informed consent form, new client questionnaire, and COVID-19 screening questionnaire.
On a 3rd-party website
Why? This is a good way to provide a secure contact option on websites you don’t control.
How it works. A link to your web form can be added to any website, such as social media pages, review sites, and professional directories, where you want to direct prospective clients to a secure form of communication. The link sends the prospect to your web form on a separate web page hosted by Hushmail.
How to do it. Once you publish your web form, you’ll be given its link. As mentioned above, you can rename that link so it’s more attractive. This is especially important if you expect the link to show, which might be the case when you publish your link on a 3rd-party site. You can copy and paste the link on a profile, in a comment, or anywhere else it makes sense to include an option for secure communication.
Forms to link to on a 3rd-party website. You can add a link to any form you like as long as it doesn’t require a signature. The most common form to use in this scenario is a contact form on your Facebook page, Psychology Today profile, or review site profiles.
Ready to start giving your clients secure web forms to fill out?