FORMS: CRM Update Forms

What is a CRM Update Form?

A CRM Update Form allows you to add or update data for Contacts whom are already registered into the platform. This Form type is only for use within the platform.

When the Contact completes the CRM Update Form, the updated data will be reflected in their CRM Dashboard. Existing fields that already contain data will be overwritten.

CLICK HERE to learn about types of Forms

How do I create a CRM Update Form?

Navigate to the Forms menu item, and click +Create Form.

You will then be able to choose CRM Update Forms. Alternatively, you can click the icon beside the +Create Form button and choose from the dropdown menu.

From here, you will be able to build your CRM Update Form.

Start by giving your Form a Title. By default, "Untitled Form" is populated into this field.

Use the dropdown menu to choose Custom Fields to add to the Form. Any Custom Fields you have already created will be in the list. You can also click Create Custom Field to create new ones.

CLICK HERE to learn about Custom Fields

Once you add the field, you can rearrange the order by clicking the icon and dragging it into place. You can delete a field by clicking the red icon.

To configure settings for a field, click the icon.

Pre-Fill Value: If enabled, the existing data from the previous time the user has submitted the form will be displayed if viewing the form again. Or, it will display what you type in the provided field.

Required: This field will be required to have input and the user will be unable to submit the form until it has been filled out.

Hidden: The field will be hidden from view and the user will be unable to input any data into it.

TIP: This type of Form will be updating/adding information to existing Contacts, so you won't necessarily need to add fields like First Name and Last Name.

You can use the Insert Content Blocks dropdown to select an HTML block that you can insert before, after or between fields.

Once added, click the icon to expand the pane and click Edit Content.

A standard WYSIWYG editor will appear in which you can add content. Click the <> icon to switch to HTML.

You can add Actions to your Form, which will trigger once the Form has been submitted.

CLICK HERE to learn about Actions

How do I configure Embedding options for a CRM Update Form?

During editing of a Form, you can click the Link / Embed button located in the upper right-hand corner of the screen.

After you have saved the Form, you can access this screen by clicking on the Options menu button beside the Form name and selecting Link / Embed.

What you have configured in your Default Form Embed Settings will be applied here. However, you can change these settings individually.

The setting options are identical to the ones in CRM Settings.

CLICK HERE to learn about Form Embed Settings (CRM Settings)

How do I use a CRM Update Form?

On the Link / Embed screen, a Placeholder is available for you to use within the platform. Simply click the Placeholder to copy it to your clipboard.

You can also click the ID in the Forms List View to copy the Placeholder.

You can use this Placeholder in a Portal Page with a Text Block to embed it.

CLICK HERE to learn about the Content Block Editor

IMPORTANT: Forms will not render in the Preview. Just Impersonate a Contact whom has access to the Portal Page to see how it will look. CRM Update Forms are only available for Contacts at this time, and will not render for Staff Roles.

How do I view submissions for my CRM Update Form?

While viewing Forms, click the Options menu button and select Submissions.

Alternatively, you can click the  Submissions button while editing the Form, located in the upper right-hand corner of the screen.

Each user will have their Name and email address listed, as well as the precise date and time the Form was submitted.

To view the submissions, just click directly on the row, or click the  Options menu button and select View.

To remove a submission from the platform, click the  Options menu button and select DeleteThis cannot be undone.

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