Create a Form in B2BDash

Forms are a fantastic way for you to engage with leads and customers. You can create a form and ask for literally anything you want, such as name, email, attachments, etc.

Examples where you should use Forms:

General Website Enquiry
Lead Capture
Bookings
Job Applications
Checklists
Surveys / Questionnaires
Gather information and files from clients for projects or onboarding
Request testimonials from customers

To access Forms you need to be on the Small Business Plan or above.

To create a basic Form follow these steps:

Go to your Click the "+" Sign at the top of Dash and Select "Create a an Optin Form"

FORM BUILDER

A - Enter your Form's Name

B - Click to Add a New Question

C - Choose the Type of Answer

Name - Used to obtain the lead's name
Email - Used to obtain the lead's Email
Contact No - Used to obtain the lead's contact no.
Short Answer - For answers that do not go beyond 280 characters.
Long Answer - Used for paragraphed answers
Block of HTML, Image or Video - Used to add text, Image or Video in the question (makes the form interactive)
Date - Used to get the date
Yes or No - Questions that can be answered by Yes or No
Multiple Choice - One answer out of multiple choices
Checkboxes - multiple answers and choices
Dropdown - creates a dropdown of answers where only one is chosen
Dropdown - Choose Multiple - creates a dropdown of answers where multiple answers can be selected
File Upload - for your lead to upload a file (e.g. PDF, docs, JPEG)

D - Question Field - Type your question here

E - Answer Field - You can type the answers here

F- (Optional) - Action Button - This allows you to add rules such as Tags or redirect the lead to a different page if a specific answer is selected once the form is completed.

G - SAVE - Click the Save button once you're finished creating your form.

Repeat the steps by clicking the + Add a Question Button (Or + Add a Page to continue the form on a different page).

FORM CUSTOMISATION

STEP 1 - Choose your preferred Button and Background Color

STEP 2 - You can Toggle to display Headline or Image (Banner)

STEP 3 - You have the option to either display your Logo (Photo) or Banner (Upload)

STEP 4 - You can add a block of Text, Video or Image here.

FORM SETTINGS

STEP 1 - You can set your own Success Message when the form is completed or set them to be redirected toa different page (This is overridden by the rules if you set a redirect there).

STEP 2 - Toggle to Publish the Form and make it Live

STEP 3 - You can select who in your team gets notified if a submission has been made.

STEP 4 - You can set a few email related functions here:

You can send a copy of the form answers to the form taker
You can send an email template you created to the lead
Select who in your team will the email be sent from (The member must have their email account connected)

STEP 5 - You can add Tags to the Lead who completed the form

STEP 6 - You can select which campaign the lead will be added