Send a form in a sequence

You can add a Quick Form to an email or LinkedIn message in a sequence. Each prospect gets a tracked form link, so Vaam can connect opens, answers, submissions, and drop-off to that prospect and sequence when possible.

Add a form to a message

Open the sequence.
Edit the email or LinkedIn message step where you want the form to appear.
Click the form button in the message editor.
Choose a published form.
Insert the form into the message.
Save the step.

In an email, the form can appear as linked text or as a full link, depending on how you insert it. In a LinkedIn message, it appears as a plain link.

What prospects see

When the message is sent, Vaam turns the form placeholder into a public form URL. The prospect opens the form on Vaam’s forms domain and answers one step at a time.

The prospect only sees the form experience.

What Vaam tracks

For form links sent in sequences, Vaam can track:

Form opened.
Form started.
Questions answered.
Form submitted.
Form left before submission.

This helps you understand which prospects are engaging and where they stop.

Use forms for follow-up logic

You can use form activity to guide follow-up. For example:

If a prospect submits the form, send a tailored follow-up.
If a prospect opens but does not submit, send a reminder.
If a prospect does not open, continue with your normal sequence.

Form-based follow-up works best when the form is clearly connected to the message. Tell the prospect why they should answer it.

Troubleshooting

I cannot insert a form

Make sure the form is published. Draft and archived forms should not be available for new sequence messages.

The link is not tied to a prospect

Use the form from inside the sequence editor. Copying a standalone form link manually may not include the tracking needed to connect the response to a specific prospect.