# Forms/Surveys

## Overview

Gives you and your customers the ability to build the forms and surveys in your CRM and bring them directly into your widget to be used anywhere the widget is installed..

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## Use Cases:

* Lead capture with various signup forms like a newsletter
* Promote new products and offerings and collect customer opt-ins
* Provide “support ticket” submissions for customers
* Offer holiday discounts and promotion opt-in forms

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## Configure Forms/Surveys Tool

### Step 1: Open Tool

Navigate to your widget management area in your CRM software and open the Forms/Surveys tool.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FaGZSfvbob2GN720t5y0q%2FXnip2024-02-06_14-17-13.jpg?alt=media&#x26;token=b89f888e-b308-4bdd-b790-f1eca788ef32" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you have not added this tool to your widget yet, add the tool first, then you can configure the tool settings. [Click here to learn how to add new Conversion Tools™](https://widgets.yourhelpcenter.net/conversion-tools/add-reorder-and-delete-tools)
{% endhint %}

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### **Step 2: Set Tool Titles**

**Title:** Set the name of the Forms/Surveys tool that will be displayed on the initial widget view.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FpivI4gmptoUQYvyRGZJ9%2FXnip2024-02-06_14-17-39.jpg?alt=media&#x26;token=9be4abea-611e-4acc-b330-8aa6aa7407c5" alt=""><figcaption></figcaption></figure>

**Panel Title:** Define the text that appears at the top of the Forms/Surveys tool once it's activated by a visitor.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FYE8wwaust6YUCNKJkUbh%2FXnip2024-02-06_14-18-05.jpg?alt=media&#x26;token=18dc6900-5f9d-4cb9-afbb-b64c653108d3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
[For more information on Title and Panel Title, please view the help article here.](https://widgets.yourhelpcenter.net/conversion-tools/title-and-panel-title)
{% endhint %}

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### Step 3: Configure Tool Visibility

In the **Tool Visibility** section, specify when the Forms/Surveys tool should be visible based on your office hours found in the widget settings.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FSQ24hEV4C1OICW0fldQf%2FXnip2024-02-06_14-18-48.jpg?alt=media&#x26;token=f31d09ab-b66b-4971-91fd-5c712a6e4ae7" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
[For more information on Tool Visibility, please view the help article here.](https://widgets.yourhelpcenter.net/conversion-tools/tool-visibility)
{% endhint %}

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### Step 4: Choose Form or Survey

Next you will have a choice to display either a **Form** or **Survey**. Each has different benefits and use cases, and you should always take those benefits and use cases into consideration before adding them to your widget.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FfjHQH0ijFyAuZ8NwDGVE%2FXnip2024-02-06_14-18-31.jpg?alt=media&#x26;token=59a82e67-d3e8-447b-b284-304ee43a0cc3" alt=""><figcaption></figcaption></figure>

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### Step 5: Select Specific Form or Survey

After you choose between Forms and Surveys, you will need to select the specific Form or Survey to add into your widget. Once you select the form you want to add to you widget, you can see in the widget preview window on the right side of the screen.

<figure><img src="https://2512448455-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBU4FIU4nEIoGXqPzkoT%2Fuploads%2FMtm8OyMlMGNVTWnKMo8g%2FXnip2024-02-06_14-22-52.jpg?alt=media&#x26;token=c6d964e6-baca-49dd-87cd-90c9f65edbd9" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The preview window is fully functional and allows you to see exactly how the form or survey will look in real-time inside of your widget, and allows you to test it before deploying it to your website or your website!
{% endhint %}