FORMS: Overview

Know the Difference

A Form is used to collect data for use inside the platform. Below, we outline the types of Forms available to use.

Kickoff Form

If you want to "kickoff" automations when a Contact self-registers into the Portal, a Kickoff Form serves that purpose. This type of Form is designed for potential Contacts whom have not yet registered into the Portal, but it can also be used for existing Contacts to update their information or trigger new assignments. Typically you would embed one onto a page of your own website, or provide a link. The user fills out the Form which automatically enters them as a Contact in the Platform.

Kickoff Forms require setting up exactly how you would like your Contacts to be registered, so it is necessary to choose a Role and Coordinator. There are many optional features you can set, such as adding them to a Circle, applying various types of Generators, assigning an On-Boarding FLOW, and more. You even set up Paid Portal Access, which will require payment from your Contact to access the Portal.

CLICK HERE to learn more about Kickoff Forms


Update Form

If you need a Form that changes a registered Contact's information, you can use an Update Form. This type of Form will update the registered data of each Contact whom fills it out, so it can only be used within the Platform. Basically, if you want to permission your Contact to update the information found in their CRM Dashboard (or add new information), this is the Form you'll need.

CLICK HERE to learn more about Update Forms


General Form

Sometimes you want a form that isn't tied down to anything. A General Form is a basic, multipurpose Form that does not record data into the database. It's designed for you to collect information and view it. So, they can be used for anything. This type of Form can be used internally or externally, but stores the results inside of the platform for your convenience.

CLICK HERE to learn more about General Forms


"Specialty Type" Form

A General Usage Form has a special Specialty Type option, which allows you to use the Form for a more specific purpose. Currently you can use a Marketing Audience Specialty Type Form, which allows you to add users to an Email Marketing Audience. The users don't even need to be associated with your platform! This way you can send out newsletters, product updates, event invitations, etc.

CLICK HERE to learn more about Specialty Forms


Switching between Forms

While working on a Form you can easily switch to a different Form/Form type by clicking on the dropdown and selecting one from the list. You will see this dropdown on the top right and it will be titled the name of the current Form you are working on.

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