The Customer Relationship Builder begins with custom forms. When individuals complete a form, a new contact entry is created, and from there you can create a new conversation. All of these interactions begin with having a custom form available and accessible for your customers.
Follow the steps below to create a new form in your Customer Relationship Builder.
STEP 1: CHOOSE FORM TEMPLATE
To begin, click on the FORMS icon at the top of your control panel. From there, click on the FORM EDITOR tab.
To create a new form, click on the NEW FORM button.
This will open up all of the available templates. There are many templates available in different styles: Bold, Modern, and Minimal. You can see a sample of each template by clicking on the VIEW SAMPLE button.
To select your template, click on SELECT.
STEP 2: CUSTOMIZE FORM FIELDS
After you add your form, your form will automatically have the following contact fields: FULL NAME, EMAIL, PHONE, and MESSAGE. You can rearrange these fields or edit/delete them as needed.
Next, you can add additional fields to your form using the form field options at the bottom of your form builder. There are three sections of form fields: STANDARD FIELDS, CONTACT FIELDS, and FILE UPLOAD, PAYMENTS & MORE.