Forms

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...

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...

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 sys...

This tutorial will show you how to create the file upload custom field, and how it can be used within both forms or surveys. Step 1: Adding the File Upload Custom Field to Your Form or Survey Navigate to the form builder. Yo...

This tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey Navigate to the Form Builder (or Sur...

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 o...

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: Naviga...

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 ...

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. ...

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"...

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 appl...