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Why you should use Typeform for memos and tutorials

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2 min read

Why you should use Typeform for memos and tutorials

Quickly send step-by-step directions to your team, then collect the names of everyone who actually read them.

By Justin Pot · October 14, 2020
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For a recent virtual retreat, we hired Teambuilding.com—who are also Zapier customers—to run a trivia session. To get everyone on the same page, they sent us all instructions using Typeform, which I thought was kind of brilliant. You could read a page, hit enter, then read the next page of instructions. It never felt like I was being confronted with a wall of text, which made it easy to parse everything quickly. (I went on to lose at trivia, badly, but I got a blog post out of it, so in a way, I'm the real winner.)

Typeform is, as the name suggests, an app for building forms—but there are off-label uses for every app. This is a great one. Here's how you can use Typeform to send memos and tutorials, then verify who actually read them.

Here are 6 ways to simplify business processes with Typeform. Check it out for more ideas.

How to use Typeform for memos and tutorials

To get started, make a form in Typeform. I recommend starting with a welcome message, just so everyone feels comfortable.

A friendly Typeform welcome message

Next, add a Statement question.

Typeform Statement question

Keep adding these "questions" until you've outlined all of the relevant information you need to share with your team.

More statement questions

This allows you to outline all of the information you want your team to know—each question is similar to a slide in PowerPoint. The difference: you can collect the name of everyone who makes it to the end. In the second-to-last slide, add a Short Text question.

Typeform Short Text question

Then ask everyone to leave their name or any other information that's helpful in verifying who read your memo.

Typeform verify name

Finally, leave a polite Thank You Screen question to wrap things up.

Typeform thank you screen

Add a picture so that your team feels appreciated.

Typeform thank you screen with Winston

And that's it! You can see my complete form here, if you want to get a feel for how it works. My example is absurd, granted, but yours doesn't have to be.

Want to compile all of your responses in some other app? Typeform's Zapier integrations let you collect the names of people who actually read your memo in Google Sheets, Trello, Airtable, or almost any other database you use.

Or, if you want real-time notifications of your team reading important memos, you can get Slack notifications or even SMS messages.

Whatever tool you use, it will be easy to know who got through your memo or tutorial—and to follow up with the people who didn't.

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Justin Pot

Justin Pot is a staff writer at Zapier based in Hillsboro, Oregon. He loves technology, people, and nature, not necessarily in that order. You can follow Justin on Twitter: @jhpot. You don't have to. But you can.

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