A client-specific form request starts from a reusable form but becomes an independent copy for one client. Use it when you need to adjust questions or wording for a single request without changing the public form everyone else uses.
Create the request
Open the client detail page.
Select New → Form request.
Search for and select the reusable form you want to use.
Moxie creates a private, independent copy connected to that client.
The picker makes it clear that the new request receives its own private client link.
Customize only this request
Edit questions, required choices, wording, design, and behavior as needed for the recipient. The banner at the top identifies the record as a client-specific copy.
Changes to this copy do not update the reusable form it came from.
Preview and share
Preview the client experience, then select Share to send the private request through Moxie Mail or copy its link. Confirm the intended contact and email content before sending.
Choose the right form type
Use a reusable public form for a stable questionnaire that many unrelated respondents can complete.
Use a client-specific request when the form belongs to one client, needs one-off edits, or should use a private direct link.
Continue exploring Sales