Forms

How To Locate Survey and Form Answers
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 exp...
Sun, 19 Sep, 2021 at 9:16 PM
How To Build, Edit & 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...
Sun, 19 Sep, 2021 at 9:22 PM
How To Build, Edit And Utilize Surveys
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...
Sun, 19 Sep, 2021 at 9:23 PM
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 or surveys. Step 1: Adding the File Upl...
Sun, 19 Sep, 2021 at 9:30 PM
Signature Custom Field in Forms and Surveys
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 Cust...
Sun, 19 Sep, 2021 at 9:31 PM
How To Submit Mock Data for Forms and Surveys
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...
Sun, 19 Sep, 2021 at 9:31 PM
How To Customize a Form Or Survey
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 ...
Sun, 19 Sep, 2021 at 9:39 PM
How to Add or Remove Logos for Forms
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 ...
Sun, 19 Sep, 2021 at 9:39 PM
How to Look Up Form Attribution
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 For...
Sun, 19 Sep, 2021 at 9:40 PM
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,...
Sun, 19 Sep, 2021 at 9:40 PM