Bulk send
Send one form to a list of people at once. Each person gets their own request, with their own link, prefill, reminders, and callback.
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Start a list
Open your published form and click New request. Under Who is it for?, click Add another person, or Import to upload a CSV, paste a list, or find HubSpot contacts. With two or more people, the sheet shows a table. The rest of the sheet works as it does for one person.
Add people
You can mix these sources in one list:
| Source | How |
|---|---|
| Type | Click Add person under the table, then type the name and the email address into the new row. |
| Paste | Paste one person per line into any Name or Email cell, or into Paste a list in Import. Columns copied from a spreadsheet work too. |
| Upload CSV | Pick a CSV whose first row names the columns: email (required), name, and any of the form's field keys. Download CSV template, in Import, downloads exactly those headers. |
| HubSpot | In Import, choose Find in HubSpot, search the workspace's HubSpot account by name or email, tick the ones you want and click Add. Contacts already in the table show as Added. |
A CSV column named after a field key fills that field for each person. A choice column takes the option’s key or label, a switch column
true or false. Columns that match no field are ignored and listed under the table. Commas, semicolons, and tabs
all work as separators.
A HubSpot contact adds only an email address and a name. See HubSpot and requests.
Columns and what everyone shares
Each field is either a column, with a value per person, or the same for everyone. A CSV makes its fields columns. To choose yourself, click Columns above the table.
Fields that are not columns appear under What they see, with one value for everyone. A lock applies to every person, so a locked column needs a value in every row.
Rows that need a fix
The table checks every row and outlines a bad cell in red. Hover it to see why. Rows with a red cell are not sent; Need a fix, above the table, counts and lists them. Edit the cell to fix it.
| Red cell | Why |
|---|---|
| No address, an address that is not one, or a second row for an address already in the list. | |
| A number column | A value that is not a number. |
| A choice column | A value that is neither an option's key nor its label. |
| A locked column | An empty cell: the person could never fill it in. |
Send
- 1
Pick the delivery
Email sends each person their link and reminders. Link emails nobody and gives you the links.
- 2
Click Send
The button shows the count, such as Send 20 invitations. From 20 invitations on, Formstep asks you to confirm first.
- 3
Read the receipt
The receipt shows how many went out. Download links saves a CSV with each person's link. Open in Requests shows the send.
People who were sent leave the table. Anyone not sent stays, with the reason, so you can fix it and send again. To check what people will get first, click Try it yourself: it sends a test request to you, built from the first row.
In Requests
Each person’s request is an ordinary request: you can remind, cancel, or delete one without touching the others. On the Requests page, a send shows under one heading, such as Sent to 4 people. Click it, or pick the send under Filter, Sent together, to see only that send.
Limits
| Limit | What happens |
|---|---|
| 500 people per send | The table stops adding people at 500 and says so. |
| Monthly allowance | Each request spends one unit, like any request. When the allowance runs out partway, the send stops there and the rest stay in the table. |
| Invitations per hour | Formstep emails at most 200 invitations an hour per account, 30 in its first 7 days. A larger send emails as far as it can; the rest stay in the table to send later, or as links. |
| Plan | Pro and Business. On Free, the sheet sends to one person at a time. |
A workflow sends to a list by creating one request per person. See the automation guides.