Using webforms and getting input from your customers into your contact list
About Course
With this tutorial you will learn how to create and publish forms tailored to your needs almost instantly with the drag and drop editor that is really easy to use.Description
Webforms allow DANAConnect users the possibility of receiving information directly from your contacts.
These webforms are used to feed your contact list with data that your customers or your agents can input directly allowing them to self manage their dossier or case.
You can also start events with the sending of a webform, but that, we’ll show you how in the advanced webforms tutorial.
You must know that as soon as you save a Web Form, a code or link is generated automatically and it’s public so it can be ready to use.
In this video we will show you how to create webforms and how to connect it to the contact list in one simple step.
What Will I Learn?
- You will learn how to create and publish webforms
- You will learn how to feed your contact lists with webforms
Topics for this course
13 Lessons
Creating and Adding fields to a webform
Creating a new Web Form 00:00:00
Two ways to take advantage of webforms
Adding your logo and brand to the form
Visualizing the webform and getting the URL
Protecting your webform against spam
Adding electronic signature and terms and conditions
Creating form with multiple pages
Creating a thank you page for after the customer submits
Preload data in your webform
