FORMS: Overview

Forms: Know the Difference

Intake Form

If you want your Contacts to self-register into the Portal, an Intake Form serves that purpose. This type of Form is designed for potential Contacts whom have not yet registered into the Portal, so it can only be used outside of the platform. 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.

Intake 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 Profiles, 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.

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CRM Update Form

If you need a Form that is changes a registered Contact's information, you can use a CRM 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 Details View (or add new information), this is the Form you'll need.

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General Usage Form

Sometimes you want a form that isn't tied down to anything. A General Usage 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.

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