How to include a Microsoft Form link in Thread email template?
You can use Microsoft Forms to create and share forms with your clients whenever you need to collect any information for the file you are starting or working on.
You can check short video guides on how to create a form and share the form to collect responses.
1. Open Settings then Template Desk and choose Create & Edit
2. From the dropdown menu at the top, select Email Template
3. Create a new template for emails where you want to include a Microsoft Forms link by choosing Add and choosing the name of the template.
4. In your form, copy the link from Collect responses button
5. In the Word document, choose where you want the form link to show in the body of the text, and click on Link in Insert toolbar of your Word document
6. Select Insert Link
7. Type how you want the link to display in your email, then paste the copied link to Enter Link box
8. You will now see your form as a link in your template
Related Articles
Navigating the Thread for Email Outlook add-in
The Thread for Email Outlook add-in helps users link their emails and attachments to Thread matters directly within Outlook to make it easier to manage and organize email correspondence and documents. In Thread, click on My Mail tab, or open the ...Microsoft Bookings with me
Bookings with me lets people schedule a 1:1 meeting or appointment with you. It integrates with the free/busy information from your Outlook calendar. You can create custom meeting types to share with others so they can easily schedule time with you ...Thread Dedicated Email
To enable Thread's email functionality, there is an email address in the backend of Thread which is called Thread Dedicated Email. This email account is usually created for this purpose only and requires an Exchange Online Plan 1 Microsoft licence ...Installing Thread Add-ins
Thread offers two add-ins for users: Word Template Designer and Outlook add-in. With the Template Designer, users can create templates and pull client information from Thread, creating client forms and letters with ease. Our Outlook add-in allows ...Formatting a Global Email Signature – Admin
The global signature feature allows administrators to set up an organisation-wide email signature that users can then apply to emails that are sent through Thread. Users can apply and further configure this global email signature in their Personal ...