Creating Forms
Forms Overview
A Form includes a Set of Fields that your customer will go through upon tapping a Start Button on the Home Screen of the app. Each Field (name, email, phone, etc.) will be on a different screen. The user will enter the field (ex. Name) and go to the next screen, etc.
You can create up to 3 Sets of Fields, with a custom Start Button, for each. A business that wants to simply collect email addresses may just display 1 Start Button, while a business that wants to give users the option to Follow or Like them on social platforms may display 2 or 3 Start Buttons (Sets of Fields). *The Fields are the features you'll add for the user to fill-out, such as name, email, phone, multiple choice question, etc.
Example - 1 Form Choice
Example - 3 Form Choices
Setting Up A Form
From the Forms tab of the Form Editor area - click on a Form to edit it. Alternatively - tap the "Create New Form " button to create an entirely new Form.
1 - Select a Set of Fields Start Button
Select a Start Button from the library to represent the Set of Fields you are creating. This will be shown on the Home Screen of the app and is what a user will need to click on to begin.
Alternatively - you can design and upload your own Start Button.
2 - Setup Screens Area
This area determines what screens/questions a customer will see when they go through a Form. Add and arrange different tiles in the drag-and-drop area - they will be shown to the customer in the order you arrange them (from left to right).
3 - Add Auto Responders (Optional)
An Auto Responder is an email or text message that is instantly sent to your customer after they complete the Form. Use Auto Responders to deliver any type of communication or files right to your customer's phone.
Examples of Auto Responders include:
- sending a Thank You message
- delivering a link to your website
- delivering digital coupons
- delivering links to online videos
- delivering PDF files containing product/service information
4- Add Data Forwarding (Optional)
Setup the Data Forwarding area to automatically forward any data you collect to the CRM/Email Marketing Service of your choice.
