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How to feed your contact list with updated information from your customers – Using web forms

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 their contacts.

These web forms 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 web form, but that,  we’ll show you how in the advanced web forms tutorial. 

You must know that as soon as you save a Webform, 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 web forms and how to connect them to the contact list in one simple step.

Not sure where to start? Contact us here for a personalized demo

Español? Aquí una versión en español

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

14 Lessons18m 33s

Creating and Adding fields to a webform

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

Conditional Logic to Show/Hide Fields

Free

Material Includes

  • Video tutorials

Requirements

  • You need a DANAConnect account. If you don't have one enter here and create an account.

Target Audience

  • DANAConnect users
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