Each Form has specific settings that can be configured to your agency's needs. Forms can also contain multiple Links, which contain certain settings that can be edited individually from the Form.
To Configure Form Settings:
Navigate to the Forms section.
Select the Form you'd like to configure.
Add/remove steps (questions) as needed.
Switch to the "Confirmation" tab to customize the content of the email and text messages sent to prospects after completing this form.
Switch to the "Reminders" tab to create automated follow-up reminders that can be sent to prospects who have not yet finished their submissions.
Switch to the integrations tab to activate/deactivate certain integrations that can be configured on a per-Form basis.
Switch to the Links tab to configure more in-depth settings associated with a Form's Link(s).
To Configure Link Settings:
From a Form, navigate to the Links tab.
Click Settings.
Select one of the provided categories and edit.
Below, you'll find a brief description of each field you're able to adjust from the "Links" > Settings option within a Form.
Name — Rename your Form or set a new identifier.
Assignment — Choose which employee is assigned to receive notifications for submissions linked to this form, and create tags that can be applied to each submission linked to that form.
Notifications — Select employees to be notified when this Link is used.
Branding — Set a custom branding logo for this specific form. If no image is entered here, the form will default to the brand set in the agency-level Settings.
Open Graph — Customize the social details displayed when this form is shared via social platforms or SMS messages.
Embed — Get an embed code to provide to your web developer to host this form on your website.