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 information (ex. Name) and go to the next screen, etc.
You can create up to 3 Sets of Fields, each with a custom Start Button. 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 under Actions - click the Edit Form icon, to the right. Alternatively - tap the "Create New Form " button to create an entirely new Form.
1 - Choose a Start Button
Next, go to the Settings tab to select a Start Button design or upload your own. You can also use this tab to edit and configure other options that will show on your home screen and on the field screens your user will see. The Start Button (s) will be shown on the Home Screen of the app and is what a user will need to click to begin.
2 - Setting up Fields
This area determines which screens/questions a customer will see when they go through a Form. Add and arrange different fields by click Add on that tile. Each field will be shown to the customer in the order you arrange them (from left to right), each on a different screen.
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.
