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Builder This tab allows you to build data capture forms for all kinds of scenarios like capturing new leads on your website, or collecting data when someone schedules on your calendar. Depending on your user permissions, you may not have access all of the components. Form List Search Forms By Name If you have a […]

Create & Edit Forms This is an overview of the form builder section of your CRM. You can create fully customized forms for new lead funnels, signup pages and calendar scheduling! Depending on your user permissions, you may not have access to all of the components. Different Tabs You have three different tabs to navigate

Fields Tab Field Types You have the option of 2 groups of form fields. Standard Fields – Here you will find fields like name, email, phone number, etc. Custom Fields – These fields are entirely up to you or your CRM admin to build & use. These custom fields can be anything from checkboxes to

Styles Tab Styles Tab Use the styles tab to change the look and feel of your form. Layout Settings Here you will find your form layout settings. Inline Forms: Inline forms give you the ability to put form inputs side by side instead of all inputs being below one another. Show Label: If you do

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

Builder Overview This tab allows you to surveys to capture data for all kinds of scenarios like capturing new leads on the website or collecting data when someone schedules on your calendar. NOTE: Depending on your user permissions, you may not have access all of the components. Search Surveys By Name If you have a

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.

Styles tab Use the styles tab to change the look and feel of your survey. Layout Settings Here you will find your survey layout settings. Inline Survey: Inline surveys give you the ability to put form inputs side by side instead of all inputs being below one another. Show Label If you do not want

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