Options Tab Options Tab Use the options tab to set some very important settings. Form Name Here you will be able to see the name you’ve given your form. By default, it is given a generic name. If you need to, the next step will help you change the form name. Change Form Name To […]
Submissions Survey Submission Data This section is where your CRM collects and organizes all survey submission data. You can analyze, download, and delete survey submission data from inside this section. NOTE: Depending on your user permissions, you may not have access all of the components. Date Range Choose the date range you want to use
Create & Edit Surveys Survey Overview This is an overview of the survey builder section in your CRM. You can create fully customized surveys for new lead funnels, signup pages and calendar scheduling! NOTE: Depending on your user permissions, you may not have access all of the components. Survey Slide This is your survey slide.
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Fields tab Survey Fields Tab Navigate to the “Fields” tab to see the different survey fields you can use to customize your surveys. Field Types You have the option of 2 groups of survey fields. Standard Fields – Here you will find fields like name, email, phone number, etc. Custom Fields – These fields are
Option tab Survey Options Tab Use the options tab to set some very important settings. Change Survey Name Like we showed you earlier, you can change the name of your survey here. On Submit Settings Here you will set what happens when your survey is submitted. Open URL: If you choose this option, when your
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Chat Widget In this section, you can create a chat widget for your website to generate new leads and communicate with existing customers! New leads and customers will input their contact information and request a text back using this chat widget. NOTE: Depending on your user permissions, you may not have access all of the
Chat Bubble Bubble Preview This is a preview of what your website chat widget bubble will look like. As you customize your chat widget, you can see the changes happening in real-time here as a Preview. Enable Chat Widget In order to use this chat widget, you will first need to enable it by clicking
Widget Window 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
Acknowledgment settings Now let’s move on to the thank you section that the visitor will see if they request to chat. Thank You Message Preview This is a preview of what your thank you message will look like. As you customize your thank you message, you can see the changes happen in real-time here in
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Media Here you can manage the media files in your CRM. Clicking on the ‘Media’ tab under ‘Sites’ section will take you to the sub section in ‘Settings’ area of your CRM. Opening Media Library This will take you to the Media Library of your CRM. Media Library Home Lets you organize your media .
