Form & Survey Builder

Feature Overview The automatic time zone detection feature simplifies managing schedules and communications by automatically identifying the time zones of individuals who submit your forms or surveys. This functionality eliminates the need for manual time zone input, making workflows more efficient and ensuring that messages reach recipients at the most appropriate times. Key Advantages Optimized Message Timing: Messages are automatically sent based on the recipient’s local time zone, ensuring that they arrive at the most convenient time. Streamlined Contact Management: Time zones are automatically captured and organized within the CRM, eliminating the need for manual data entry. Enhanced Global Workflow: With automatic time zone integration, managing communications across different regions becomes more seamless and efficient. How to Use the Time Zone Feature 1. Accessing the Form or Survey Builder: Go to the “Sites” section from the main sidebar. You can create a new form or survey, use an existing template, or modify one that you’ve already set up. 2. Adding Fields to the Form/Survey: Add all necessary fields to your form or survey as usual. 3. Activating Time Zone Detection: In the “Styles & Options” tab, locate the “Options” menu and scroll to the time zone setting. Enable the time zone feature and click “Save.” To return to the main menu, click “Back.” 4. Viewing Form Responses: To review form or survey submissions, go to the “Submissions” section in the top menu. Select a form or survey from the list to view submission details, including the respondent's time zone. Example Use Cases Suppose you're hosting a worldwide online event. By using automatic time zone detection, participants’ local time zones will be captured when they register. This allows you to send personalized reminders at ideal times for each region, improving attendance rates and engagement. Common Issues and Solutions Q: Why isn't the time zone being detected properly? A: Make sure the time zone feature is turned on in the form or survey settings. If problems continue, review the form setup and check if the submission data is accurate. Q: Can I manually change a contact’s time zone? A: Yes, you can manually adjust time zones by editing the contact’s information within the CRM.

Overview of Sticky Contacts Sticky contacts are a feature in Customer Relationship Management (CRM) systems that allows a user's information to be remembered and auto-filled during future form submissions. This functionality is designed to expedite form completion for returning users, minimizing the time spent on repetitive entries and lowering the risk of errors. However, it's essential to manage sticky contacts appropriately to avoid unintentional data overwrites. How Sticky Contacts Operate When a user fills out a form or survey with their details, the CRM can store this information for future use. If sticky contacts are active, the system will attempt to recognize and reuse this data the next time a form is filled out by the same user. However, if a user submits a form for another individual without clearing their session—such as by not clearing cookies or staying in the same browser—the system may overwrite the original contact’s data with the new entry. This occurs because the CRM assumes the user is still interacting with the initial contact. Key Recommendations for Managing Sticky Contacts To maximize the efficiency of sticky contacts while safeguarding data integrity, here are some best practices: Use Incognito Mode or Clear Cookies: Before entering details for a new contact, users should either clear their browser cookies or open an incognito window. This ensures the system won’t link the new contact’s information to data from a prior session. Disable Sticky Contacts When Needed: If team members frequently submit forms for different contacts in rapid succession, it may be wise to disable sticky contacts for specific forms. This can typically be managed through the CRM’s form or survey settings, allowing for each contact's information to be treated as a new entry. Training and Awareness: Ensure that all team members understand the function of sticky contacts and the best ways to manage them. Regular training sessions can help reinforce the importance of these practices. Troubleshooting Common Issues What if contact details are overwritten by mistake? If a contact's information has been replaced unintentionally, you can manually edit the contact’s details to correct it. Prevent future occurrences by applying the recommended practices listed above. Can overwritten information be recovered? Whether or not overwritten data can be recovered depends on the CRM's data backup and recovery options. Consult your CRM administrator for details on restoring data. How do I disable sticky contacts on specific forms? Sticky contacts can usually be disabled within the form or survey settings. Look for an option labeled "Sticky Contacts" or something similar and adjust it accordingly.

When creating a new survey, users are automatically given access to upgraded footer options that improve both the look and functionality of their surveys. If you're working with an existing survey, the original footer design will stay in place unless you choose to switch to the new footer style. Real-Time Preview Feature As you make changes to your survey, the real-time preview allows you to instantly see updates, ensuring immediate visual feedback and the ability to tweak the design on the spot. Step-by-Step Instructions for Using the New Footer Customization To fully leverage the updated footer features, follow these steps: 1. Access the Survey Builder: From your CRM Dashboard, navigate to the “Sites” tab and enter the survey builder section. 2. Activate Footer Customization: In the "Styles & Options" menu of the survey builder, toggle on the footer option. This will enable access to the footer customization tool. 3. Personalize the Design: Customize the appearance of your survey by adjusting themes, backgrounds, fonts, progress bars, button colors, and button placement to fit your desired look. 4. Real-Time Adjustments: As you modify the survey, use the real-time preview tool to view your updates instantly. This allows you to refine your design quickly. 5. Finalizing Your Design: For new surveys, the advanced footer customization is on by default. If you're editing an existing survey, you can choose to switch to the new footer design at any time. Tips for Maximizing Customization Options To make the most of the new footer customization, consider these best practices: Consistency with Branding: Ensure your survey design aligns with your brand’s colors, fonts, and themes to create a professional and cohesive look that enhances recognition. Focus on User Experience: Make sure your survey is easy to read and navigate. Select accessible color schemes, readable fonts, and clear progress bars to guide respondents smoothly through the survey. Refine Based on Feedback: Gather feedback from respondents and adjust your survey design over time to improve response rates and user satisfaction. Frequently Asked Questions Q: Can I update an existing survey to use the new footer? A: Yes, you can apply the new footer style to existing surveys, although by default they will retain their original design unless updated manually.

Date Fields in Forms and Surveys The date field and picker tools in forms and surveys offer enhanced flexibility and usability by accommodating a variety of formats and international standards. These features streamline data collection for research, feedback, or scheduling, making the process smoother and more efficient. Getting Started 1. Adding a Date Field Begin by inserting a date field into your form or survey.  2. Accessing Settings Click the date field to access its settings. 3. Choosing Format and Separator From the settings, choose the date format and separator that suits your needs. Impact on Existing Forms Forms already in use will continue to default to the YYYY-MM-DD format unless updated. You have the option to edit older forms to adopt a new date format for consistency if preferred. By using the date picker and customized date formats, you can improve the clarity and ease of your form-filling experience, benefiting both you and your respondents. Troubleshooting Common Issues Date Field Not Displaying Properly: After selecting your format, ensure you save the settings. Refresh the page if the changes aren’t immediately visible. Date Picker Not Responding: Confirm that your browser is updated and your internet connection is stable. If problems persist, clear your browser’s cache and cookies. Wrong Date Format in Submissions: Double-check the date field’s settings to ensure the correct format is chosen. If needed, reopen the settings and verify your selection.

The email verification functionality allows participants to confirm their email addresses directly within a form or survey. This boosts data accuracy and offers a smoother experience for users. Why Use Email Verification? By verifying email addresses, you minimize the risk of receiving incorrect information. This feature enhances the overall quality of the data collected, benefiting both the data collectors and participants by ensuring a streamlined process. Steps to Enable Email Verification 1. Add an Email Address Field  Begin by including an email field in your form or survey.   2. Activate the Email Validation Feature  Click the email address field to open its settings, then toggle the "Validate Email" option.   How the Email Verification Process Works 1. Entering the Email Address:  Participants will input their email address into the form’s designated field.   2. Visibility of Verify Email Button:  Once a valid email is entered, the "Verify Email" button will become visible to the user.   3. Sending the Verification Code:  Clicking the verification button sends a code to the provided email address. 4. Verification Code Submission:  Users will then input the code into the form to verify their email.   Benefits of Email Verification Adding this feature improves the overall quality of collected data, ensuring more accurate and reliable responses. It also enhances the user experience, making it more seamless and professional. Common Questions Is email verification mandatory? Yes, email verification is required to maintain the accuracy of the information submitted. Does email verification automatically apply to all forms? No, this feature must be manually enabled for each individual form or survey. Troubleshooting Didn’t receive the verification code? Check the spam or junk folder, verify the email address, and request the code again if necessary. Incorrect code entry? Double-check the code for accuracy and request a new one if it has expired. Verify button not showing? Ensure the email is valid. If the problem persists, refresh the form or try again. Email verification issues? Make sure your internet connection is stable, update your browser, and clear the cache if necessary.

Setting up email alerts for form and survey submissions can bring several notable benefits: Real-Time Updates:  You'll receive an instant email each time a form or survey is completed, ensuring you’re informed of new submissions without the need to check manually. This helps you stay on top of new leads and responses quickly. Simple Setup:  Configuring email alerts is easy. You can personalize the email subject line, select who receives the notifications, and run a test to confirm everything works. Enhanced Communication:  By automating the notification process, your team can respond promptly to new form submissions, improving engagement and interactions with clients or leads. Step-by-Step Instructions for Enabling Email Alerts Follow these steps to start using this feature: 1. Access Forms or Surveys: In the dashboard, go to the 'Sites' tab from the sidebar. Select the 'Forms/Survey' option in the top navigation. This guide will focus on forms. 2. Create or Edit a Form: To make a new form, click "Add Form." If you're modifying an existing one, select the form to edit it.  3. Enable Notifications: In the form editor, click on the bell icon in the top toolbar to access the notification settings. Activate email notifications by turning the toggle on. 4. Set Up Notification Preferences: Enter the email addresses of the individuals who should receive the notifications in the “Email To” field. Customize the subject line and other details if needed. Save your changes. 5. Save the Form: Make sure to save the form after finishing your setup.  Once set up, you and your team will receive an email each time someone submits a form or survey, with the submitted details included. Common Issues and Solutions Not Receiving Emails? Confirm the email notification toggle is enabled and that the email addresses are correct. Also, check your spam folder to ensure notifications aren’t being misclassified. Can I Add Multiple Email Addresses? Yes, multiple recipients can be added by separating each email address with a comma. How Can I Test the Notification? Use the 'Test' option to send a sample notification to ensure the setup works as expected before going live.

The form creation tool provides various templates to build forms tailored to your business needs. These forms can help gather essential information from website visitors, collect data when appointments are scheduled, or serve other purposes that align with your objectives. Keep in mind that access to certain features might be restricted depending on your user permissions.  Adding a New Form When you're ready to design a new form, simply click the "Add New Form" button. This will open up the interface to create a custom form that aligns with your specific needs and goals.  Creating a Folder To organize your forms better, you can click on the "Create Folder" button. After naming the folder appropriately, hit "Confirm" to save it. This feature helps in managing your forms and documents systematically.  Viewing Your Form List Under the form section, you can view a list of all forms and folders that have been created previously.  Searching for Forms If your list of forms is extensive, you can quickly locate a specific one by typing its name in the search bar.   Form Details Each form is displayed along with relevant details, including: Name: The name of the form. Last Updated: The date and time when the form was most recently modified. Updated By: The name of the person who last edited the form. Additional Actions for Forms You have several options for managing your forms: Edit: Click this to modify an existing form. Duplicate: If you want a copy of the form, click on "duplicate." Share: Share the form with other locations in your CRM by clicking "Share." Move to Folder: To organize the form within a folder, click this option and select the desired folder. Upload to Template: Save this form as a template by filling in its name and category. Delete: If no longer needed, click "delete" to permanently remove the form. Managing Form Folders The form folder section organizes all folders, displaying each folder's name.  Name: The folder's name is listed here. Clicking on a folder's name will display: A list of all forms contained within it. The date and time when each form was last updated. The person responsible for the last update. Options to edit, duplicate, share, move, or delete the form. Folder Details Each folder displays: Last Updated: The last date and time the folder was updated.  Updated By: The name of the person who last modified the folder.  Additional Folder Actions Edit: Modify an existing folder. Delete: Remove the folder permanently if needed. 

This section will walk you through how to enable and use the full-screen mode within the Form Builder. Full-screen mode maximizes the available display area, allowing users to fully engage with forms by expanding the form interface to fill the entire screen, optimizing interaction and visibility. Enabling Full-Screen Mode 1. Begin by navigating to the Settings section, then select Lab. 2 Locate the update titled “Revamped Form Builder” and activate it by toggling the switch. Utilizing Full-Screen Mode in the Form Builder 1. Go to the Sites tab and choose Form. 2. To create a new form, click on the +Add Form button, or select an existing form for editing. 3. Once you're in the form editor, open the right-hand sidebar. Under the Style tab, activate Full-screen mode by toggling the corresponding switch. This will ensure the form expands to occupy the entire screen, offering a more immersive and user-friendly experience.

From lead generation to signup forms and event scheduling, the form builder in your CRM provides extensive customization options. You can design forms that align perfectly with your brand, incorporating personalized styling and robust features. This tool offers a range of possibilities to create unique, fully tailored forms. Keep in mind that the level of access to some features may depend on your user permissions.  Form Creation Sections When creating or modifying a form, you’ll navigate between three tabs: Form Elements: Add fields and components to make each form unique. Styles: Customize the form's look to match your branding. Options: Manage component names, data tracking, and other form specifics. These sections simplify the process of creating and editing forms.  Embedding Forms on Your Website To place a form on your website, select the "Integrate Form" tab.  External Embed Design Options Once you click the integration tab, you’ll be prompted to select an Embed Layout Type. The available options include: Sticky Sidebar Polite Slide-in Popup Inline Sticky Sidebar This layout places the form on either the right or left side of the screen. Users can minimize the sidebar if preferred, and you can customize its minimized title.  Polite Slide-In The slide-in form appears at the bottom of the page, either on the right or left. It stays visible for a short time, then disappears, providing a cleaner browsing experience. Like the sticky sidebar, this form can also be minimized.  Popup Form Popup forms gather user information by appearing directly on the screen. While these forms can be closed, they cannot be minimized.  Inline Forms Inline forms blend with the page content and cannot be minimized or closed. Their elements are aligned, providing a seamless experience within the page layout.  Trigger Types You control how and when forms are displayed with the following triggers: Show on Scrolling: The form appears after a user has scrolled a certain percentage of the page. Show after X seconds: The form displays after a visitor spends a designated amount of time on the site. Always Show: The form appears as soon as the visitor arrives on the page.   Activation Settings Forms can be activated in several ways: Activate on Xth Visit: The form shows after the user visits the page a specified number of times. Always Activated: The form appears every time the visitor loads the page, regardless of their visit count.   Deactivation Settings Forms can also be disabled using these options: Deactivate after X Views: The form will stop showing after it has been displayed a set number of times. Deactivate After Lead Capture: Once a lead is collected, the form is disabled. Never Deactivate: The form remains active indefinitely.  Copy Embed Code Clicking the “Copy Embed Code” button allows you to paste the form onto external web pages. If you're unsure about the code placement, it’s best to consult your web developer.  Copy Form Link To quickly share the form, use the "Copy Form Link" feature to send a direct link to users.  Open Form in New Tab Clicking "Open Form Link" will display the form in a new browser window.  Save Your Progress Always remember to save your work periodically. You can continue building your form even after saving, but it's a good habit to keep your progress secure. 

Introduction to Multi-File Upload The CRM system now includes the functionality to upload multiple files through forms, streamlining file management for organizations that require document submissions from clients or employees. This feature offers several advantages: Streamlined File Management: Users can easily drag and drop multiple files, making the upload process quicker and more efficient. Improved Control: Users have the option to remove incorrect files before completing the upload. Better Accessibility: Uploaded files are linked individually in CSV exports, email notifications, and autoresponders, enhancing organization. How to Set Up Multi-File Upload Implementing multi-file upload on your forms is a simple process. Follow these steps to activate this feature: 1. Access the Forms/Surveys Section: Go to the 'Sites' tab located in the left-side menu. Select 'Forms/Surveys' from the options. You can either start a new form or modify an existing one. 2. Add a Custom Field: In the Form Builder, click the “+” icon to add a new field. Choose 'Custom Field' and click on “Add Custom Fields.”   3. Set Up the File Upload Option: From the list of field types, choose “File Upload” and click 'Next.'   Give your custom field a name. Make sure to check the box allowing all file types, then click 'Save.'   4. Insert the Custom Field into Your Form: Add the newly created custom field to your form or survey. Once added, the custom field will appear in the form builder. Be sure to click 'Save' and use 'Preview' to check how the form looks before publishing. Uploading Files via the Form After the form is live, users can attach multiple files as needed. The confirmation emails will include links to these files, improving the accessibility and organization of the documents. Troubleshooting and Frequently Asked Questions Can I restrict the file types for uploads? Yes, during the creation of the custom field, you can specify which file types are allowed. How can I secure uploaded files? Regularly review the security settings within your CRM and limit access to sensitive files based on user roles to maintain data security.

Overview of Signature Custom Fields The CRM system enables users to insert signature fields into forms and surveys, streamlining the process of gathering e-signatures for essential documents like contracts, agreements, or consent forms. This feature is especially beneficial for businesses that need legally enforceable signatures from clients or customers. Steps to Add a Signature Field 1. Access the Form or Survey Builder: Navigate to the form or survey builder tool within the CRM where you want to include a signature field. 2. Familiarize Yourself with Field Options: When adding a new element, you will encounter two categories of fields: standard fields (Quick Add) and custom fields. Standard fields include preset options like name, email, and phone number, while custom fields can be designed to meet specific requirements. 3. Create a Custom Signature Field: Select "Add Custom Field." In the pop-up, choose "Signature" from the available options. Give the field a name (e.g., "Sign Here") and assign it to a group if necessary. Click "Save" to finalize your settings. 4. Insert the Signature Field in Your Form: Drag the signature field into your form layout. Save the form to retain your changes. Using the Signature Field in Your Form 1. Integrate the Form: After saving the form with the signature field, click the "Integrate" button. 2. Distribute the Form: Copy the form link and share it as needed, either by pasting it into a browser or sending it to your contacts. Viewing Collected Signatures To access the signatures that have been submitted: 1. Go to Contacts or Smart Lists: From the CRM dashboard, navigate to the Contacts or Smart Lists section. 2. Select a Contact Record: Choose the record for the contact whose signature you need to review. 3. Review the Signature: Within the contact's profile, find the section where the Signature field is saved, and you will see the signature captured from the form or survey. Troubleshooting and Frequently Asked Questions Why isn't the signature field showing up on my form? Make sure that the signature custom field has been properly added and saved. If the issue continues, try refreshing the form builder or reach out to support for help. Can I use the signature field in any type of form or survey? Yes, the signature field is versatile and can be included in any form or survey within the CRM. Are the e-signatures legally binding? The legal validity of e-signatures depends on local laws. While the CRM can capture these signatures, it's important to consult a legal expert in your area to ensure compliance with legal requirements.

This guide provides a thorough walkthrough for using the internationalization functionality in our CRM's Form and Survey Builder. Designed for both newcomers and seasoned users, it explains the purpose, benefits, and step-by-step instructions for making your forms and surveys more personalized and accessible across different languages. Whether you’re a business owner, a marketing expert, or a customer service leader, this guide will help you customize forms and surveys to meet diverse language preferences, enhancing the overall user experience. Key Benefits of Internationalization The ability to support multiple languages within the CRM brings a range of benefits: Wider Accessibility: The multi-language support enables global users to easily navigate the Form and Survey Builder, making the system more inclusive. Custom Language Options: Language settings can be customized individually for users or the entire company, allowing flexibility to suit varying needs. Easy Language Selection: Users can effortlessly choose from languages like German, Spanish, French, Dutch, Portuguese, Italian, and more, ensuring a smoother user experience. Step-by-Step Instructions for Using the Language Feature To make use of the internationalization capabilities, follow these easy steps: Adjusting Company Language Settings: 1. Navigate to the "Business Profile" under the main settings menu. 2. In the right-hand panel, locate the "Platform Language" section. 3. Select your preferred language from the dropdown list and click the update button to confirm your choice. Creating or Editing Forms and Surveys: 1. Go to the "Sites" section and select "Forms/Surveys" based on your project requirements. 2. You can either create a new form or survey or modify an existing one. 3. Click the “+” button to add necessary elements to your form or survey. The selected language will apply to the interface and all form elements. Enhancing Your Forms and Surveys By taking full advantage of the internationalization feature, you can design forms and surveys that cater to a broader audience, making them both more engaging and more accessible. This functionality helps you eliminate language barriers, ensuring that your business management tools are optimized for efficiency and user-friendliness.

Introduction  We are excited to announce an update to our CRM's Survey and Form Builder, introducing undo and redo features. This new functionality is designed to improve both user experience and efficiency for users at all skill levels. Whether you're familiar with the platform or just starting out, these features will help you create or modify forms and surveys more smoothly, saving you time while enhancing accuracy. Understanding the Undo and Redo Feature  The undo and redo functionality allows you to move backward or forward through your editing history, with the ability to navigate up to 20 steps. This feature is especially useful in the following ways: Streamlined Editing: With a single click, you can reverse or reinstate your latest changes, speeding up your workflow. Improved Accuracy: It ensures your forms and surveys are adjusted precisely, allowing for easy fine-tuning. Time Efficiency: Avoid the hassle of manual corrections by instantly undoing or redoing actions, which significantly reduces the time spent on revisions. Guide to Using Undo and Redo Accessing the Forms and Surveys Builder: 1. From the left-hand menu, choose "Sites." 2. Select "Forms/Surveys" to either create a new form or survey or make changes to an existing one. How to Use Undo and Redo: Once inside the Survey and Form Builder, locate the undo and redo buttons. To undo an action, click the undo button. Every click will take you back one step in your action history, up to 20 previous actions. To redo an action after an undo, click the redo button. This will move you forward one step in your editing sequence. Practical Uses and Examples Fixing Errors: Accidentally removed a question or changed a setting? Use the undo function to quickly revert your work. Design Experimentation: Not sure if your new design layout works? Make changes and use undo and redo to compare different versions, helping you decide which one fits your needs. Frequently Asked Questions Q: What happens if I need to undo more than 20 actions?  A: The undo feature is currently limited to 20 steps to balance performance with functionality. For larger projects, it's a good idea to save your work periodically to avoid losing progress. Q: Are keyboard shortcuts available for undo and redo?  A: As of now, the undo and redo buttons are accessible on-screen only. However, keyboard shortcuts may be included in a future update. This feature will make it much easier to manage your forms and surveys, ensuring that your edits are efficient and precise.

Accessing Forms in CRM: Start by heading to the "Sites" section within your CRM platform. From there, select "Forms and Builder". This is where all your existing forms are stored. You can either choose to modify an existing form or create a brand-new one using a template or from scratch.  Choosing the Right Form: Select the form you want to integrate with a payment option. If you’re setting up a new one, follow the prompts to create and structure it as needed. Integrating Payment Features into Your Form Adding the Payment Option: To add payment functionality, scroll through your form to the section where you want to insert it. Click the plus (+) icon, and from the available options, drag the "Payment" element into your form. There are two primary choices: Sell Products: This transforms your form into a product checkout page. Collect Payment: This option allows the form to accept monetary contributions, acting like a payment gateway. Setting Up "Sell Products" Element: Make sure the payment element is switched to "Live Mode" to begin accepting transactions immediately. To add products, click the "Add Product" button, which will open a menu to help you select what you want to offer for sale.  Choosing Products to Sell: After clicking "Add Product", a new section will appear, allowing you to select products. You can choose whether to include a description or image of each product by checking the appropriate boxes.  Applying Coupons: If you plan to offer discounts, enable the coupon option. This allows customers to apply any relevant coupons. You can also adjust the alignment of the coupon field within the form.  Final Touches: You can modify how products appear by adjusting the layout. Additionally, you have the option to hide the footer or customize its content based on your preferences.  Configuring the Payment Element Activating Payments: Ensure that the payment feature is in "Live Mode" to start processing payments instantly. You can personalize the payment description to clarify what the charge is for and, if necessary, include a brief label for the users filling out the form.  Setting Payment Amounts: To collect a specific amount, such as for a service or product, enable the fixed amount option and input the price (e.g., $500). For more flexible payments, such as donations, you can disable the fixed option, allowing users to enter the amount they wish to pay.  Final Adjustments: When dealing with fixed amounts, placeholders aren’t necessary. However, for variable payments, you can add a placeholder such as “Enter your amount”. Decide if you want to include any footer information for the payment element, which can be hidden if desired.  Completing the Payment-Integrated Form Once your form is customized with the payment option, customers can make payments directly within the form. This integration reduces the steps required for transactions, simplifying the process for both you and your customers. Payments made through the form are automatically recorded in the CRM’s "Payments" section under "Transactions", making it easy to manage and track payments. Troubleshooting and Common Questions: Why isn’t the payment feature showing in my form? Ensure that you’ve correctly added the payment element and that it’s set to "Live Mode". How can I process refunds? Refunds can be issued by navigating to the "Transactions" section, selecting the specific payment, and choosing the refund option.

The Line and Box style options give you the ability to include stylish dividers and borders between your form inputs, enhancing both the organization and visual appeal. These features allow for a more polished and professional look, giving you greater flexibility in structuring your forms or surveys. Line Input Style This option lets you insert sleek line dividers between your form fields. You can pick from different styles such as solid, dashed, or dotted lines, ensuring that the aesthetic matches the overall feel of your form. Box Input Style Selecting the box option frames each form input in a clear, visually appealing boundary. This not only improves readability but also grabs the attention of respondents by defining each input area. The box style can be fully customized to suit your design needs. Steps to Implement Line and Box Input Styles Selecting the Line or Box Option While working on your form or survey, go to the Style tab and decide whether to apply a line or box style to your input fields. By default, the Box style is applied. Customizing Line Appearance If you choose the line option, navigate to the Fields Style section within the Style tab to select your preferred style—solid, dashed, or dotted. You can preview your changes instantly to ensure the design complements your overall layout. Customizing Box Appearance For the box style, you can adjust attributes like border color, thickness, padding, and more. These settings are also located in the Fields Style section. As you make changes, you'll see your form inputs take on a crisp, modern appearance. Saving Your Work Once you're satisfied with how the form looks, remember to save your changes. Your respondents will experience the updated, visually refined form when they interact with it. Troubleshooting and FAQs Changes not showing up in the preview?  Make sure to save your changes before previewing. If you're still facing issues, try refreshing the page or clearing your browser cache. Can I apply different styles to individual inputs within the same form?  Currently, the chosen style is applied uniformly to all inputs. For unique styling, you'll need to create separate forms or surveys. How do I reset the style to default?  You can easily revert to the default style by selecting the appropriate option in the Fields Style section of the Style tab.

Welcome to an in-depth tutorial on integrating custom opportunity fields using our form and survey creation tools. By utilizing these customizable fields, you can effortlessly capture opportunities from your contacts in just a few steps. Below, we’ll guide you through the process and answer common questions to ensure a seamless experience. Step 1: Access the Form or Survey Builder Start by logging into our platform and navigating to the form or survey builder section.  Step 2: Locate the Custom Fields Section Within the builder, look for the option to add elements to your form or survey. From here, go to the custom fields section.   Step 3: Select the Opportunity Category Choose the "Opportunity" category to explore custom fields specifically designed for capturing opportunity-related data.   Step 4: Add the Opportunity Custom Fields You can now select the opportunity custom fields that fit your needs. If no suitable field is available, simply click “Add” to create a new one.   Step 5: Configure Additional Opportunity Settings Next, adjust any additional settings for the opportunity fields, such as default values or whether they are mandatory. Customize these settings to align with your workflow.  Step 6: Save Your Form or Survey Once all your fields and settings are configured, save your form or survey to ensure everything is preserved.  Step 7: Form Submission & Opportunity Creation When a contact submits the completed form or survey, the system will automatically generate an opportunity based on the information they provided. This automation streamlines your processes, reducing manual data entry while increasing efficiency. By incorporating these features, you can easily create new opportunities through interactive forms and surveys, improving both contact engagement and operational workflow. Frequently Asked Questions Q: Can I customize the opportunity fields in my form or survey? Yes, you have the flexibility to choose from various opportunity-related custom fields, adjusting them to meet your unique requirements. Q: How can I track opportunities generated through forms or surveys? All opportunities created via forms or surveys are automatically logged in your opportunity management dashboard, giving you full oversight of their status. Q: Is there a limit to how many custom fields I can add? Our platform allows you to add multiple custom fields, though practical limits may vary depending on your specific needs. This concludes our guide on integrating opportunity custom fields into forms and surveys. By following these steps, you can improve data collection and streamline opportunity creation with ease.

Advantages of Organizing Forms and Surveys Before we delve into how to move your forms and surveys, let’s explore why this feature benefits your business: Improved Flexibility: Easily adapt as your business grows by seamlessly moving forms and surveys between folders. Enhanced Efficiency: Simplify your workflow by organizing forms and surveys, leading to better management and faster access. Intuitive Navigation: Enjoy a smoother experience in your CRM with an easy-to-use interface designed for convenience. How to Move Forms and Surveys: A Step-by-Step Guide Follow these instructions to make the most of this helpful feature: 1. Choose the Form or Survey Find the form or survey you’d like to move within the CRM interface and click on it. 2. Open the Options Menu Click on the three vertical dots to open a menu, then select the “Move to Folder” option. 3. Confirm the Move After selecting "Move to Folder," choose your desired destination folder. Confirm the move to finalize the process. By following these simple steps, you can easily keep your forms and surveys well-organized, leading to a more efficient CRM experience. Practical Examples Marketing Campaign Reorganization: When updating your marketing efforts, you can move your lead capture forms into specific folders that reflect the new strategy, making them easy to locate and use. Event Survey Archival: After completing a survey for an event, you can transfer it to a folder for past events, ensuring better archival and quick access when needed. Common Questions and Troubleshooting Tips Moved a Form by Mistake? Don’t worry. You can repeat the above steps to move it to the correct folder. Can I Move Multiple Items at Once? Currently, forms and surveys must be moved individually to ensure precise organization. Will This Affect Connected Campaigns? Moving forms and surveys won’t disrupt any linked campaigns or automations. Everything will continue functioning seamlessly.

Efficiently managing your forms and surveys is easier than ever with features like automatic version saving, simplified edit tracking, version previews, and restoring previous versions. These tools make it simple to select the most suitable version based on your current requirements, ensuring a seamless experience. Key Features Automatic Version Saving Whenever changes are made to a form or survey, a new version is automatically saved. This process allows you to track the development of your forms over time, providing a reliable record of each modification. Simplified Edit Tracking Each change is stored as a separate version, ensuring that all modifications are logged. This makes it simple to keep track of all edits, as each update is carefully documented for future reference. Preview Previous Versions You can easily view past versions of your forms or surveys directly from the builder interface. Simply access the "Versions" tab within the builder section of your CRM platform. A list of versions, complete with timestamps and version numbers, will be displayed for easy selection.  By clicking the version icon, you can browse all saved versions.   Restoring Previous Versions If you're not satisfied with recent changes, you can revert to a prior version with a single click. This feature offers peace of mind, allowing you to undo any modifications quickly and restore earlier versions of your form or survey.   These features ensure reliable, stress-free management of forms and surveys, allowing you to track edits and restore previous versions when necessary. Common Questions How does automatic version saving work? A new version is generated every time you save a form or survey, capturing any edits made since the last save. Is there a limit on the number of versions I can save? There’s no strict limit on saved versions, but regularly reviewing and cleaning up old versions can help maintain optimal performance. How do I restore an earlier version? To revert to a previous version, go to the list of versions in the builder, select the one you want, and click "Restore." Troubleshooting Missing Versions: If versions are not appearing, ensure your changes have been saved properly. Check your internet connection and save again if needed. Performance Issues: A large number of saved versions can slow down performance. Periodically deleting unnecessary versions can help improve speed. Version Preview Problems: If you're unable to preview versions, try clearing your browser’s cache and cookies, then refresh the page.