Organize Your Forms & Surveys With Folders

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The Benefits of Moving Forms and Surveys

Before diving into the step-by-step process, let’s explore the advantages this new feature brings to your business:

  • Organizational Flexibility: Adapt to your evolving business needs by moving forms and surveys seamlessly between folders.
  • Streamlined Workflow: Simplify the management and organization of your forms and surveys, enhancing overall efficiency.
  • User-Friendly Interface: Navigate quickly and easily through the CRM with this intuitive feature, making your experience smoother and more enjoyable.

Step-by-Step Guide to Moving Forms and Surveys

To take full advantage of this feature, follow these simple steps:

  • Select the Form or Survey: Within the CRM interface, locate and click on the form or survey you wish to move.
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  • Access the Options Menu: Click on the three vertical dots to open the options menu and look for the “Move to Folder” option.
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  • Confirm the Move: Click on “Move to Folder,” then select the destination folder if necessary. Confirm your action to complete the move.
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By following these steps, you can effortlessly organize your forms and surveys, making your CRM experience more efficient and enjoyable.

Practical Examples and Use Cases

Imagine you’re restructuring your marketing strategy and need to reorganize your lead capture forms accordingly. With this feature, you can easily move your forms into new folders that align with your updated strategy, ensuring your team can find and utilize them quickly.

Or, perhaps you’re conducting a survey for a specific event. Once the event is over, you might want to move the survey to a past events folder for archival purposes. This feature makes such organizational tasks a breeze.

Troubleshooting Tips and FAQs

What if I accidentally move a form or survey to the wrong folder? Simply repeat the steps above to move it to the correct folder.

Can I move multiple forms or surveys at once? Currently, forms and surveys need to be moved individually to ensure precise organization.

How will moving forms and surveys affect linked campaigns or automations? Moving a form or survey does not affect its functionality or any linked campaigns or automations. The system maintains all connections, ensuring seamless operation.