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- New form (create a form using Lead Liaison's visual builder)
- Existing form
- Device form
- Donation and payment forms
Creating Surveys
Forms can also be used for surveys. Whether the Form is Hosted or External, you can drill down into the data using the Question Stats or Survey Results feature as shown below.
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The Prospect List only shows unique Prospects, but the reports show total survey results. If there are duplicate submissions, the number of responses in the reports will not match the number of Prospects in the List. |
Managing Web Form Alerts
A web form alert notifies the Lead Owner, Teams or Users of any web form submissions. Alerts include a custom subject, custom message and all web form field data to the recipients. If you did not set up the alert while creating a new form or adding an external form, click on the Alerts option in the form's Actions Menu.
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Users receive alerts via email. Here is what the email looks like:
Adding Notes
Notes may be added to any web form. Notes are useful if you need to document the reason the web form is created, where it's used, or simply share insight with your colleagues. When a note on a web form exists, the notes icon (as shown below) is yellow; otherwise, it's grey. To add a note do the following:
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