Smart Forms

Tags: Keap-Pro

This article applies to:

No two businesses are alike. With a custom internal use form, you can add fields that are specific to your business process, allowing you to capture all the essential details when adding a new contact. Design your form with the right fields for accuracy and efficiency.

How to create a smart form

  1. Navigate to Campaigns

  2. Click "Smart Forms" tab

  3. Click "Create Form"

Note: On the right side it will show a preview of the form. The preview will look likes it's loading information but it actually only loads as you add information.

Click to view larger

  1. Name your form

    Optional - add a description to help other you and others understand the purpose of the form

  2. Click the "Add Fields" located on the top right hand corner

  3. Select fields you want on the form. Note: The form auto-saves
    Click to view larger

  4.  Click the "Save and Exit"  to exit out of the builder

    This takes you to the Smart Forms page with the newly created form.

How to use your Internal form

  1. Click the + to add a contact

  2. Select the name of the smart form you want to use

  3. Click the "Save and exit" to add the contact