How to Add or Remove Logo from Forms
You may want to add or remove Infinite Sales logo from a form. We will walk you through the simple steps of adding or removing a logo from your forms using the New Form Builder. Follow these simple steps to learn how: Accessing Form Builder and Editing Form: Short Notes FAQs
How to Look Up Form Attribution
Attribution provides a detailed analysis of the channels or sources from which contacts originate. This information helps identify growth opportunities and the most effective channels. For example, when running Facebook and Google Ads, attribution helps determine which platform is more effective at generating leads. This insight allows for better strategic decisions and optimization of marketing […]
Viewing Chat Widget Submissions
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 […]
How To Add a Bump Offer in Order Forms
A Bump Product is a Pre-checkout offer that presents an additional product to your customer. The Bump Product is shown in the checkout and can be added to the order with just a click. Step One: Step Two: Step Three: FAQ 1. What is a Bump Product?A Bump Product is an additional offer presented to […]
How to Use Conditional Logic in Forms
Conditional logic in forms is a powerful feature that transforms how you interact with your forms. It enables you to automate actions within your forms based on specific conditions being met. These actions could include displaying custom messages, redirecting users to specific URLs, or disqualifying leads based on their responses. You can easily manage and […]
Create Forms With the Template Library
Welcome to our guide on how to create forms using the Template Library. This feature allows you to save time by using pre-designed and customizable templates, making form creation a breeze. In this guide, we will walk you through the step-by-step process of creating forms using the Template Library. Why Use the Template Library in […]
Forms and Surveys: Quick Add Fields & Edit Custom Fields
The Quick Add Fields & Edit Custom Fields feature is designed to make your forms/surveys more efficient and user-friendly. This feature eliminates the need for multiple steps and simplifies customization, providing a seamless experience for users. How to Use Quick Add Custom Fields Math Calculation in Forms/Surveys: The Math Calculations feature in forms and surveys […]
Collect Donations Via Forms
You can now collect payments and donations through a form. These forms allow you to add a payment element, enabling you to collect either a specific donation amount or the client’s desired donation amount. How to Set It Up: Features: FAQ Q: What is “Live Mode”? A: Live Mode allows real payments. Toggle it off […]
Forms and Surveys Email Verification
You have the capability to validate clients’ email addresses directly within forms and surveys. This feature ensures that the email addresses entered by users are accurate and valid, which is crucial for maintaining data integrity and ensuring effective communication. Steps to Enable Email Validation in Forms 1. Navigate to the Sites Tab 2. Go to […]
Using Forms and Surveys with Custom Opportunity Fields
Incorporating opportunity custom fields into forms and surveys is a game-changer for data collection. This feature enables users to gather opportunity-specific information seamlessly, optimizing the efficiency of tracking and managing opportunities. How-to Steps: Benefits: Pro Tips: FAQ/Use Cases: This feature’s integration allows for a more organized and automated approach to handling opportunities, significantly enhancing your […]