From the left-side menu bar, select 'People (CRM)' and then 'Manage Forms'.
From there, you will want to click the orange 'Add Form' button.
Fill out the information in each field.
'Notification Email Enabled'- When enabled, this will send you a notification via the designated email that someone has filled the form out.
'Type'- Options are:
- Generic- Choose this for a more simplistic form.
- Lead Intake- Choose this to be able to mark as leads, require a phone number, apply and remove tags, require signatures, redirect to another URL after submission, and drop the person that fills this out into a drip.
- User- Choose this to be able to drop into a drip, apply & remover tags, require signatures, and redirect to another URL after submission.
'Include/Require Signature'- When enabled, requires a signature with the form submission.
'Redirect after submission'- With this option enabled, you may redirect the user after form submission.
Click the orange 'Save' button when finished with this page and you will be able to begin adding the fields or questions.
Click the orange 'Add Field' to begin.
Fill out the fields.
'Name / Question'- Fill out the subject name or type in your question.
'Type'- Options are:
- Text Input- Used for small text submissions.
- Radio / Multiple Choice- Used to create multiple-choice options for an answer to the question.
- Dropdown- This allows you to set up with a dropdown box to select the answer.
- Date- Used for date input.
- Checkbox Set- This will allow users to check boxes that apply.
- Large Text Input- Used for larger text submissions.
'Required'- Choose 'Yes' to require the person to answer the designated question in order to proceed.
'Value Type'- Choose either 'Text' or 'Integer'.
'Sort Order'- This will auto-populate as you create and add more fields to your form, starting with 1. You may manually change the order though.
Continue creating fields/questions until your form is complete.
