Forms
How To Use and Rebill Auto-Complete Address
Forms and Surveys: "Other" Option
Forms, Surveys & Quizzes: Inline Editing
How to Use SMS Verification in Forms and Surveys
How to Use the Spread to Column Option in Forms and Surveys
Math Calculations in Forms/Surveys
Right Sidebar Revamp in Form and Survey Builder
How to Quickly Add and Edit Custom Fields in Forms and Surveys
Analytics for Forms and Surveys
Revamped Forms and Surveys Submissions Page
How to make my form submissions secure from spammers?
How to Use Embedding Options for Forms: Triggers, Layouts, and Deactivation Settings Explained
How to create a contact form in CRM?
How To Create Automated Email Notifications for Form and Survey Submissions
Sticky Contact - Form
Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)
How to add additional fields through Custom HTML/Javascript in Forms and Surveys
How to Use the Enhanced Form Builder Features for Greater Flexibility
Email Verification feature in Forms and Surveys
Email Notifications in Forms and Surveys
Where Do Form Responses Show Up
Conditional Logic in Forms
Themes in Forms/Surveys
How to Use Products in Payment Element in Forms
Payment in Forms (Including Donations)
Source Field in Forms and Surveys
Timezone in Forms and Surveys
Using Video Timestamp Locks to Capture Leads
Capture Leads with Video Timestamp Locks Boost your lead generation by using video timestamp locks. This feature lets you pause a video at a specific point and display a form that viewers must complet
Using Math Calculations in Forms and Surveys
About Math Calculations You can now add custom mathematical calculations directly into your forms and surveys. This feature allows you to create a Score field that performs real-time calculations base
How to Use Address Auto-Complete in CRM Forms and Surveys
What is Address Auto-Complete? Address Auto-Complete transforms the standard Address field in your CRM forms and surveys into an intelligent search tool. As users begin typing their address, the syste
Customize Your Form Layout and Field Widths
The CRM form builder now offers enhanced layout and styling options, giving you more control over the appearance and structure of your forms. Available Layout Options You can choose from three differe
Pre-fill Form Fields with Custom Data Using JavaScript
You can automatically populate custom fields in your CRM forms or surveys using custom HTML and JavaScript. This is useful for passing data from an external source into a form before a contact submits
Using the Spread to Column Option in Forms and Surveys
The Spread to Column feature allows you to arrange the options for radio buttons, checkbox lists, and radio image fields into multiple columns. This is useful for creating more compact, visually organ
Using SMS Verification in Forms and Surveys
About SMS Verification SMS verification is a feature for forms and surveys that allows you to confirm a contact's phone number is valid and accessible. When enabled, users submitting a form can verify
Embedding CRM Forms on External Websites
Adding CRM Forms to Your Website You can integrate your CRM forms into websites built on other platforms, allowing visitors to submit information without leaving your site. This maintains your brandin
Accepting Offline Payments Through Forms and Surveys
Overview You can now configure your forms and surveys to accept manual or offline payments for products. This feature allows you to sell products through your forms while giving customers the option t
How to Set Up Quiz Scoring and Dynamic Result Messages
Introduction Quizzes in your CRM can be enhanced by assigning scores to answers and organizing them into categories. This allows you to generate meaningful results, such as assessments, recommendation
View Form Submissions Directly in the Appointment Modal
Access Form Data Without Leaving Your Appointment View The CRM now allows you to view custom form submissions directly within the Appointment Modal. This integration eliminates the need to switch betw
Optimizing Forms, Surveys, and Quizzes for Mobile Devices
Introduction to Mobile Optimization Your audience interacts with your content on a variety of devices. To ensure forms, surveys, and quizzes provide the best possible experience on smartphones and tab
Using the Rating Element in Forms, Surveys, and Quizzes
Introduction Gather valuable feedback and measure customer sentiment by adding a Rating Element to your forms, surveys, and quizzes. This feature allows you to present a visually appealing, interactiv
How to Set Up and Use Order Bumps in Forms
What Are Order Bumps? Order bumps are a powerful feature in your CRM that allows you to present upsell offers directly within your forms. By adding relevant add-ons or complementary products, you can
Tracking External Forms with Your CRM
What is External Tracking? External Tracking is a feature that allows you to capture form submissions from websites outside your CRM and automatically bring them into your contact database. By adding
How to Create a Webinar Registration Form with Time Slot Selection and Confirmation Emails
Overview This guide shows you how to set up a form that allows users to select their preferred webinar time slot during registration and automatically receive a confirmation email with their chosen ti
Using Custom Objects and Company Objects in Forms, Surveys, and Quizzes
What Are Custom Objects and Company Objects? Custom Objects allow you to gather structured information specific to your business that doesn't fit into standard contact fields—such as property details,
Using Bubble Style for Radio and Checkbox Elements
What is Bubble Style? Bubble Style is a modern design option available for radio buttons and checkboxes within your CRM's Form, Survey, and Quiz builders. When enabled, it replaces the standard square
Duplicating Elements and Slides in Forms, Surveys, and Quizzes
Save time while building forms, surveys, and quizzes by using the duplication feature. This tool allows you to create an exact copy of any element or entire slide with a single click. The duplicate re
Customizing Interactive Form Colors with Your Brand
What Are Interactive Form Color Effects? The Primary Color setting in your CRM allows you to apply your brand color to interactive elements within forms, surveys, and quizzes. When users hover over, c
How to Apply Custom CSS to Forms, Surveys, and Quizzes
Adding Custom CSS to Forms, Surveys, and Quizzes You can customize the appearance of your forms, surveys, and quizzes by adding your own CSS code. This allows you to modify styles such as colors, font
Using Quiz Results to Populate Contact Custom Fields
Connecting Quiz Data to Contact Records When a contact completes a quiz, the results—like their score or category tiers—can be automatically saved to custom fields in their CRM profile. This feature t
Auto-Scroll to First Error and Improved Error Handling in Forms and Surveys
What Are Auto-Scroll and Inline Error Handling? When a user submits a form, survey, or quiz with missing or invalid information, your CRM now automatically scrolls the page to the first field with an
Customizing the On Submit Confirmation Message
What Is the On Submit Message? The On Submit message is the confirmation screen that appears immediately after a contact submits a form, survey, or quiz in your CRM. Instead of showing a generic or pl
Understanding HTML Editor Security Validation
Overview The HTML Code Editor within Forms, Surveys, and Quizzes now includes enhanced security validation. This feature automatically checks your custom HTML code for potentially unsafe JavaScript pa
How to Insert and Reuse Images Using the Media Picker
Using a Centralized Image Library Your CRM includes a central Media Storage library for all your images, logos, and graphics. When you are building forms, surveys, or configuring QR codes, you can use
How to Add Gradient Backgrounds to Buttons in Forms, Surveys, and Quizzes
About Gradient Button Backgrounds Gradient backgrounds allow you to style buttons with a blend of multiple colors, creating a more modern and visually engaging call-to-action within your CRM's Form, S