How to Use a Form or Survey Template
Using a form or survey template saves time and effort, as it provides a ready-made structure designed by experts for effectiveness and user-friendliness. It ensures consistency and professionalism, while still allowing customization to meet specific needs. This approach is efficient and practical, particularly for those without advanced design skills. Steps:
How To Build, Edit, And Utilize Forms
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. You can add elements to capture the information you […]
Forms Builder – Terms and Conditions Element
In this article, you will learn more about the Terms and Conditions field that we have in the form builder. This field was designed to ensure compliance with A2P regulations in the United States. This element allows users to include consent when collecting phone information, making it an essential tool for legal compliance. Step 1: […]
Images in Forms
In the ever-evolving world of form and survey design, visual appeal plays a crucial role in capturing respondents’ attention and enhancing their overall experience. In this article, we are thrilled to introduce two exciting features that allow users to add custom images to their forms: Background Images, Header Images and the Image Resizing & Alignment […]
Create Surveys With the Template Library
Welcome to our guide on how to create surveys using the Template Library. This feature allows you to save time by using pre-designed and customizable templates, making survey creation a breeze. In this guide, we will walk you through the step-by-step process of creating surveys using the Template Library. Accessing the Template Library: Selecting a […]
Background Images in Forms
In this article, you will learn how to add a background image in the forms. This allows you to enhance the visual of your form and make it more attractive to your leads, elevating the overall user experience. Additionally, you can upload background images that align with your branding or design preferences, making your form […]
How to Export All Submissions from a Form or Survey
You can export all submissions for selected forms/surveys or all forms/surveys in a batch job and receive an email with a download link. When you initiate the export option, you will see a toast message saying that the export will be sent via email once it is ready. The exported file will be available for […]
Pop-up Forms
This article provides a comprehensive guide to the Pop-up Forms feature, offering a range of valuable elements for triggering, activating, and deactivating pop-up forms. Discover the various types of embeds and enhance your website’s engagement. Follow along to learn more about maximizing the effectiveness of your pop-up forms. Step 1: Locate the Form Step 2: […]
Understanding the Difference Between One-Step and Two-Step Order Forms
This article will run through the differences between a one-step and two-step order form and cover use-cases for each. While both forms let you collect contact, shipping, and payment information from leads who opt-in to your product or service offering, they are structured differently. You can embed the one-step and two-step order form elements directly […]
How To Use File Upload Custom Field in Forms and Surveys
This tutorial will show you how to create the file upload custom field, and how it can be used within both forms and surveys. Step 1: Adding the File Upload Custom Field Step 2: Add the File Upload field to your Form Customizing the File Upload Field Save Your Configuration: Integration and Organization You can […]