With your Client Relationship Builder, you have the option to edit your settings within the form. To start, choose the FORM icon in your control panel, then click on FORM EDITOR and select the form you'd like to update by clicking on the name of the form in the list.
Choose the gear icon to the top right and select the option for SETTINGS from the drop down menu.
On the SETTINGS page, the first column of options for you to customize has to do with the THANK YOU MESSAGE. The thank you message is a message that will display after the form is submitted. This message can also be sent via email to your client if you'd like. Your options to edit the thank you message are as follows:
SUBJECT: The subject of the thank you message. This will appear in the email subject line if you have the email thank you message set to "Yes."
MESSAGE: Enter your thank you message in this box.
EMAIL THANK YOU MESSAGE: Yes or No.
On the other side of the SETTINGS page, there are a few miscellaneous settings for you to customize:
EMAIL NOTIFICATION: This is where you can enter an email address or email addresses that will receive an email every time a customer completes this particular form. You can enter multiple email addresses by separating them with commas.
CUSTOM CONFIRMATION URL: (optional) This feature allows you to automatically redirect your customers to a particular URL after they submit their form. A good use of this feature is to send them to a PDF document with further instructions or information promised.
SUBMISSIONS LIMIT: This will allow you to set a limit to the number of submissions allows on a particular form. If you don't want to use this feature, simply leave this field blank.
EXPIRATION DATE: This allows you to set a deadline for the form. After the selected date is reached, the form will automatically be closed. If you don't want to use this feature, simply leave this field blank.
After you've completed this information, click on the SAVE CHANGES button.