• Forms Builder - Terms and Conditions Element

  In this article, you will learn more about the Terms and Conditions field that we have in the form builder. This field was designed to ensure compliance with A2P regulations in the United States. This element allows users to include consent when collecting phone information, making it an essential tool for legal compliance. Step 1: Adding and Customizing the T & C element Open the Form Builder by navigating to Sites Forms Builder Locate the Terms and Conditions field within theFew readers

• How To Build, Edit, And Utilize Forms

  Using forms can be a great way to capture information for new leads and many other aspects of your business. Understanding how to use the form builder is critical to best using the system and customizing it for your business needs. You can add elements to capture the information you need from your leads. All style, design, and option tools are conveniently located on the right. Tailor your forms precisely, customizing layouts, colors, and other stylistic elements. Overview of the Forms FeatuFew readers

• Understanding Automatic Country Detection in Forms

  Automatic country code detection is a great feature, it works effortlessly when you use a Phone field, allowing forms to recognize the location of the person accessing the page. Here's how you can make the most of this feature: Step 1: Using the Phone Field Navigate to Sites Forms Builder. Create a new form or edit an existing form. (https://storage.crisFew readers

• Viewing Chat Widget Submissions

  Once you've created a chat widget, you may want to review what contacts are submitting into the chat widget. (If you haven't set up a chat widget, stop here and go check out our article "How To Create and Add a Chat Widget to Funnels and Websites" to create one.) Step 1: Viewing Chat Widget communications in Form Submissions Navigate to Forms Submissions, and choose "Widget Form" from the dropdown menu Here you'll be able to view all the widget responses. You can click on a contactFew readers

• How To Locate Survey and Form Answers

  Surveys and forms are essential tools for connecting with leads and gaining insights into your company's services. To analyze the collected data further, you can export the information to Google Sheets. Here’s how you can locate and export your survey and form answers: Finding Survey and Form Answers Option 1: Within Specific Contact Records Navigate to Contact Page: Go to the specific contact record where the survey or form answers are stored. Access Additional InformationFew readers

• How to Use Conditional Logic in Forms

  Conditional logic in forms is a powerful feature that transforms how you interact with your forms. It enables you to automate actions within your forms based on specific conditions being met. These actions could include displaying custom messages, redirecting users to specific URLs, or disqualifying leads based on their responses. You can easily manage and edit your conditions to build your form experience. Step 1: Create or edit your form Go to Sites Forms (https://storage.crisp.cFew readers

• How to Export All Submissions from a Form or Survey

  You can export all submissions for selected forms/surveys or all forms/surveys in a batch job and receive an email with a download link. When you initiate the export option, you will see a toast message saying that the export will be sent via email once it is ready. The exported file will be available for download for 7 days before it expires. No more time-consuming and tedious CSV exports limited to a single page! Say goodbye to manual filtering and multiple CSV exports when exporting large aFew readers

• How To Use File Upload Custom Field in Forms and Surveys

  This tutorial will show you how to create the custom file upload field and use it in forms and surveys. Step 1: Adding the File Upload Custom Field Go to the Settings of your account, then to Custom Fields Click on “+ Add Field” and select File Upload (https://storage.crisp.chat/users/helpdesk/website/-/a/7/9/8/a798ee1b99677000/66dcc611-3498-4f92-9359-af796cFew readers

• How To Submit Mock Data for Forms and Surveys

  Submitting mock data for your survey or form will allow you to test the form/survey and see how the information looks in the contact profile. Mock data for your survey or form is essential to understanding how the information flows. Follow these 5 simple steps to input mock data for survey or form completion. Step 1: Creating the Form/Survey To access and use the enhanced Form or Survey Builder, follow these steps: Navigate to the Builder: Go to Sites Forms/Surveys BuildFew readers

• Signature Custom Field in Forms and Surveys

  This tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey Navigate to the Form Builder. You’ll see Standard Fields and Custom Fields in the menu on the right. Standard Fields are commonly used, default fields in HUXLEY, such as name, email, and phone. Custom Fields are those you’ve created specifically for your business needs. They can be organized into folders.Few readers