Forms/Surveys
Last updated
Was this helpful?
Last updated
Was this helpful?
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..
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
Navigate to your widget management area in your CRM software and open the Forms/Surveys tool.
Title: Set the name of the Forms/Surveys tool that will be displayed on the initial widget view.
Panel Title: Define the text that appears at the top of the Forms/Surveys tool once it's activated by a visitor.
In the Tool Visibility section, specify when the Forms/Surveys tool should be visible based on your office hours found in the widget settings.
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.
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.
If you have not added this tool to your widget yet, add the tool first, then you can configure the tool settings.
