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
Navigate to Campaigns
Click "Smart Forms" tab
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.
Name your form
Optional - add a description to help other you and others understand the purpose of the form
Click the "Add Fields" located on the top right hand corner
Select fields you want on the form. Note: The form auto-saves
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
- Click the + to add a contact
- Select the name of the smart form you want to use
- Click the "Save and exit" to add the contact