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Send a Form to a Segment

Learn how to send a Form to a Segment in Topo, including choose segment.

When to use this

Use this article when you need to send a Form to a Segment in Topo. The main staff surface is form detail. It is written for Managers, Marketing.

Use a staff role that can view or edit forms. Sending forms may require a separate send permission.
Create or identify the custom fields you want the form to collect.
Publish the form before sharing or sending it.
Build and refresh the target segment before sending a form to an audience.
Review submission privacy before exporting or sharing responses.

Open the form detail.
Confirm the form is published.
Choose Send and select a segment.
Review the email subject and body.
Start the send and open the send detail to monitor recipients.
Review submissions and follow up with the segment or individual members as needed.

Topo updates the related audience, message, form, referral, promotion, or conversation record.
Email sends and automations respect subscription status, category preferences, and sender readiness.
Review recipient, submission, or conversation history after the workflow completes.

Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.
Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.
AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.
Publish the form before sending it.
If a send has no recipients, refresh or rebuild the segment and confirm it has members.