Step 1: Accessing the Form Builder Step 2: Configuring Your Form Understanding the Interface: Upon starting, you’ll notice three tabs at the top: Fields, Styles, and Options. Naming Your Form: In the Options tab, start by giving your form a unique name that reflects its purpose. Step 3: Adding and Customizing Fields Step 4: Styling ..
Category : Sites
The Analyze section under Form of your CRM allows you to store and organize the statistics of every submission and affiliate application from your form. It collates data from each form and gives a daily report of the Submission and affiliate application. Date Range To view Form submissions and affiliate applications from a certain time ..
Customizing Forms for Enhanced User Experience Overview: Customizing the appearance of your forms can significantly improve the user experience, making it more likely for clients and prospects to complete them. One effective customization technique involves adjusting the form’s font size for better readability. Detailed Explanation: This simple customization can make your forms appear more professional ..
Form Element Types Whether you need to collect customer information or company demographics, there are two options for form fields: Standard Fields and Custom Fields. Quick Add These are drags & drops. All you need to do to add it to a form is to click and drag them over to the form slide ..
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: Step-by-Step Guide to Moving Forms and Surveys To take full advantage of this feature, follow these simple steps: By following these steps, you can effortlessly organize your forms and surveys, making ..
The Line and the Box style Options empower you to add distinctive lines and separators to your inputs, helping you create visually appealing and well-organized layouts. With the integration of these features, you now have unprecedented control over the visual appeal and structure of your form inputs. How to Use the Line and Box Input ..
Navigating to Forms: To begin, navigate to the “Sites” section of the CRM, and then proceed to “Forms and Builder”. Here, you will find all your existing forms. You have the option to either modify an existing form or create a new one from a template or scratch. Selecting a Form: Choose the form you ..
Introduction In our continuous effort to improve user experience and efficiency within our CRM, we are excited to introduce a significant update to our Survey and Form Builder: the addition of undo and redo functionality. This guide is designed for users of all levels, aiming to enhance your form and survey customization process. Whether you’re ..
Line Input Style: This option allows you to add elegant line dividers between form inputs. You can choose from a variety of line styles, including solid, dashed, and dotted, to best suit the tone and character of your form or survey. Box Input Style: By selecting this option, you can transform your form and survey ..
Introduction to Signature Custom Fields The CRM allows users to add signature fields to forms and surveys, facilitating the collection of e-signatures for various purposes, such as contracts, agreements, and consent forms. This feature is particularly useful for businesses that require legally binding signatures from their clients or customers. Adding a Signature Field 2. Understand ..