Forms

Submitting mock data for your survey or form will allow you to test the form/survey and see how the information looks in the contact profile. Follow these 5 simple steps to input mock data for survey or form completion. Step 1: Navigate to Form or Survey Builder and select the form/survey of your choice. Step 2: In the […]

You can edit a specific form or survey to fit your needs. From content to stylistic changes, you can completely customize the appearance and information in a form or survey. Follow these steps to create your perfect form or survey: Step 1: Navigate to the Form Builder (or Survey Builder) from the menu on the left side

You may want to add or remove the system logo from a form. Follow these simple steps to learn how: Step 1: Navigate to the Form Builder. Step 2: Click “Edit” for the form you wish to update. Step 3: From the menu on the right-hand side, select Styles. Step 4: Scroll to the bottom, and under Miscellaneous, you can

You may want to analyze the data on your form submissions. Here we’ll show you how to access your form submission information. Step 1: Navigate to Forms and you’ll see 3 menu tabs on the top left: Builder, Analyze, and Submission. Builder: This is where you can create and edit forms. (Check out our tutorial on

Once you’ve created a chat widget, you may want to review what contacts are submitting into the chat widget. (If you haven’t set up a chat widget, stop here and go check out our article “How To Create and Add a Chat Widget to Funnels and Websites” to create one.) Step 1: Viewing Chat Widget communications

Automatic country code detection is a great feature in forms. Forms are smart enough to recognize the location of the person that has accessed the page. The only action on your end is to ensure you’re using a phone field in a form for this to apply. Step 1: Using the Phone Field Navigate to

This article will discuss the subtle, yet significant difference in the “Submitted” and “Purchased” status of order forms. There’s an important distinction between an order being submitted and a purchase actually being made. This is useful because it will help you identify which leads have just filled out the first step and which have filled out

Surveys and forms can be a helpful tool to connect with leads and understand how to improve your company’s services. As an extra step, you can also export the information or the answers to Google Sheets then breakdown to see the data in whichever way you want. Here’s how to locate Survey and Form answers:

Using forms can be a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the form builder is a critical piece to being able to best use the system to customize it for your business needs. Step 1: Accessing and Navigating the Forms Section  Navigate

Using surveys and forms are a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the survey builder is a critical piece to being able to best use the system to customize it for your business needs. It is important to note the survey and