The form builder section offers a range of form types that can be created to capture data relevant to your business goals. For example, you can create forms to engage website visitors and gather lead information, or generate forms to gather vital details when someone books an appointment on your calendar. Depending on your user ..
Archives : August-2024
The introduction of email notifications for form and survey submissions offers several key advantages: Step-by-Step Guide to Using This New Feature To take advantage of this feature, follow these simple steps: Access Forms or Surveys: Create or Edit a Form: Enable Notifications: Turn the toggle on to activate email notifications. Configure Notification Settings: Customize the ..
For users creating new surveys, the enhanced footer options are available by default, offering an immediate upgrade in aesthetics and functionality. Existing surveys will maintain their current style, with the option to adopt the new footer style. Adjustments to your survey are displayed instantly, thanks to the real-time preview feature, allowing for immediate feedback and ..
Introduction to Sticky Contacts Sticky contacts are a feature within the CRM that allows the system to “remember” a contact’s information and automatically populate forms with their data when recognized. This feature is intended to streamline the process of filling out forms for returning contacts, saving time and reducing the likelihood of errors. However, understanding ..
Understanding the Feature Automatic Time Zone Capture simplifies the process of scheduling and messaging by automatically detecting and organizing the time zones of leads upon their submission of forms or surveys. This functionality eradicates the need for manual time zone entry, thereby boosting workflow efficiency and ensuring that messages reach clients at the most opportune ..
Setting Up a custom Domain: 📌 Please note: Before you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to you. This is an essential step in ensuring that your domain correctly refers to ..
The Client Portal Notifications feature consolidates all notifications from the client portal and its associated child apps into a centralized location – the Notifications Tab. This allows users to conveniently access and manage all their notifications within the application. How to access Not..
The CRM Memberships Overview Memberships within the CRM are primarily focused on content delivery, such as courses or community groups. This feature allows for the creation, customization, and sale of courses, providing a comprehensive tool for educational or informational product offerings. Detailed Explanation The CRM Client Portal Overview The client portal acts as a client-side ..
Client Portal URL Our newly enhanced client portal dashboard provides you with a comprehensive overview of user activity, including invitations and joining. It also empowers you to take specific actions to streamline user access and engagement. Invited Users Vs Joined Users Understanding Invited Users vs. Joined Users: Invited users represent the count of individuals who ..
Edit Widget Window Now let’s move on to the actual chat widget window and what the visitor will see if they click to chat. Preview Window This is a preview of what your website chat widget window will look like. As you customize your chat widget, you can see the changes happening in real-time ..