From lead funnels to signup pages and even calendar scheduling, the form builder section of your CRM gives you immense control. Create fully customized forms; however, you want to ensure they precisely reflect your brand’s identity! Visualize your desired forms with unique styling and powerful features surrounded by a sea of possibilities at your fingertips. ..
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The new feature in your Form and Survey Builder allows users to enhance the typography in their forms and surveys using Google Fonts while ensuring GDPR compliance. This feature ensures that the fonts selected align with data privacy standards, offering both design versatility and peace of mind when collecting and managing user data. Enabling the ..
In this section, you will learn how to use the full-screen mode in the Form builder. The Full-screen mode in forms refers to a display setting that maximizes the utilization of the entire screen space where it’s embedded its defined form width to enhance the user experience when interacting with the form. How to Activate ..
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 ..
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..