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Form Distribution Lists: Overview and Management

Guide for creating, organizing, and managing dynamic form distribution lists in the Edlio Mobile App.

Form Distribution Lists (Dynamic Distribution Lists) in the Edlio Mobile App allow administrators to organize targeted recipient cohorts, ensuring student permission slips, staff evaluations, and parent surveys reach the right community members efficiently.

Edlio Mobile App - Dynamic Distribution Lists Management

💡 Best-Practice Adoption Tips for Form Distribution

Targeted lists ensure higher form completion rates and prevent inbox fatigue:

  • Structure Lists by Functional Grade or Group: Create clear distribution lists such as Kindergarten Registration Parents, 9th Grade Field Trip Cohort, or Varsity Basketball Staff.

  • Organize Lists into Folder Categories: Use the + New folder tool to group lists under dedicated parent folders like Athletics, Grade-Level Forms, or Staff Compliance.

  • Leverage Group & Role Sync: Whenever possible, build lists by selecting existing system roles or groups so list membership remains synchronized with school enrollment.

Accessing Form Distribution Lists

  1. Navigate to Features from the left sidebar navigation drawer.

  2. Select Form Distribution Lists to view your active dynamic lists and folder structure.

Creating a Distribution List

  1. Click the blue + New button in the upper right corner.

  2. Enter a clear, descriptive List Name (e.g., AP Biology Parents).

  3. Add an optional description to document the purpose of the list for fellow administrators.

  4. Click Save to establish the list.

Adding Members to a List

  • Individual Selection: Search for users by name or email address and select them to add.

  • CSV Import: Download the template, populate emails and names in spreadsheet format, and upload for bulk roster creation.

  • Add by Role / Group: Filter by student grade levels, parent rosters, or staff departments to populate cohorts instantly.

Distributing Forms to Lists

  1. Navigate to the Forms manager on your dashboard.

  2. Select the form you wish to send and click Distribute.

  3. Select your desired distribution list from the dropdown, attach an optional message, and choose immediate dispatch or scheduled delivery.

  4. Track submission rates, completion percentages, and outstanding responses directly from the form report tab.

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