📝 Forms

📝 Forms - OV (Basics)

Load the Form Builder Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the database page open you will see a ...

📝 Forms - 2. How to create a Purchase Form to sell your products & services

What is a Purchase Form? This system has a lot of features. One of the amazing features is that you can sell your products. For selling products, you need to create a form that ...

📝 Forms - 3. How to choose / set/ change currency in forms?

First, click on the Database/Contacts tab on the left side. Click on the Forms tab on the top of your screen. When you click on Form you have a new option Custom F ...

📝 Forms - OV (Redirect Customer to Another URL)

Steps to add redirect URL Open your form Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the database page open yo ...

📝 Forms - When someone fills out my lead collecting form, how can I get a notification email?

Steps to get a notification email Add the ‘Email Send’ step Under the ‘Messaging’ section, you will get the ‘Send Email’ step The system wi ...

📝 Forms - OV (Ways to Find Your Form URL)

💡 System forms can be embedded into third-party websites using an embed code that is generated in the system. You can also include a link to your form in your emails, SMS, social ...

📝 Forms - OV (Steps to get the user’s submitted form information)

Steps to get the user’s submitted form information Open contact card Navigate to the ‘Database’ on the left side menu. Select the concerned contact that yo ...

📝 Forms - What is the benefit of Forms?

What is the benefit of Forms? In marketing, lead generation is the initiation of consumer interest or inquiry into the products or services of a business. Leads can be created for ...

📝 Forms - OV (How to Add Date of Birth input in Form to Fill DOB field)

How to add Date of Birth (DOB) input in form and store in your contact details under DOB field? Step 1: Create a Form and choose date field: Step 2: Click on settings for ...

📝 Forms - How to send follow-up forms to my users?

Steps to send follow-up forms Create your forms For example, we have two forms ‘Follow Up Form 01’ and ‘Follow Up Form 02’. Our first form is to collect ...

📝 Forms - How to collect signature on Form?

Can we collect Signatures on Form? YES, you can collect signature on Form. How to set signature in Form? You can follow below guidelines to add signature box into your form: ...

📝 Forms - How to copy an existing form?

💡 For various purposes, you might need to duplicate your existing form. By copying your existing form, you can save your time also :) Steps to copy an existing form Open form pa ...

📝 Forms - OV (How To Add the User Defined Amount to the Form)

Adding User Defined Amount to the Form Drag and drop the purchase to the form in the Advanced section Purchase Settings Inside the Purchase setting go to edit that shows the ...

📝 Forms - How we can add logical condition on Form Field?

How to add logical conditions on Form Fields to Hide & Show In this Article we will use the logical condition on form field. We will try an example of “show and hide&rd ...

📝 Forms - How to rename an existing form?

💡 For various purposes, you might need to rename your existing form. Steps to rename an existing form Open form pannel Navigate to the form builder by clicking the “Data ...

📝 Forms - The purchase form is not showing my products

Steps to resolve this issue Scenario I have a purchase form, but the system is not showing products when I am configuring it. The system is showing an error like the following im ...

📝 Forms - Forms - OV (How to Request and View PDF files)

Open your form in builder mode and select the file in the left menu and drag and drop it into your form. After creating the form, now open the form into the live view, a ...