How To Create A New Form?
(KB10000130)
To create a new form click Tool and Form Builder tag on your CRM menu.
Select a name for your new form and click "Create New Form"
The CRM Boost's Form Builder provides a quick and easy way to create on ...
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How To Customize A New Form?
(KB10000131)
The CRM Boost's Form Builder provides a quick and easy way to create online base
forms.Our Builder provide you with different options such as Text Box, Hidden
Fields, Button, Name, Phone etc.
To add a field into the ...
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How To Edit Fields In A Form?
(KB10000132)
To edit the field in a form, click on the field you wish to edit and a box will
appear on the right side.
Edit or remove the field as you wish. When done editing click "Save" to keep
your changes.
...
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How To Delete A Field In A Form?
(KB10000133)
To delete a field in a form, click on the field you wish to delete and a window
will appear on the right side.
Click "Remove" and the field will be deleted from the form.
...
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How To Assign A Round Robin To A Form?
(KB10000134)
To assign a round robin to a form you are creating/created, first create a round
robin,
SEE HOW TO SET UP A ROUND ROBIN.
Once round robin is set up, copy th ...
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How To Assign A Landing Page Or Massage To A Form?
(KB10000136)
To add a landing page or a massage to display after the form is submitted, go to
form setting and paste the URL to the landing page you wish your client to see
after they submit information.
If you do not have a ...
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How To Assign An Email Campaign To A Form?
(KB10000137)
To assign an email campaign to a form, copy the Campaign ID from Campaign
Manager
Paste the Email Campaign ID in Form Setting and once each person sign up or
submits information thru the form, they will be ...
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How To Assign Lead From A Form To A Email List?
(KB10000138)
Its possible to assign the information from the form into an email list. Copy
the email ID located in the Email List Manager.
Paste the ID No in the Form Setting under List ID #. Each time someone submit
inform ...
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What Is Auto-mapped?
(KB10000139)
Auto-Mapped will show up in field which are already assigned or mapped to an
specific location where the information will be placed.
...
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Could The Order Of Fields Be Re Arranged?
(KB10000140)
Yes, If you wish to change the order of the fields once already picked, left
click and hold it, drag the field to the position you wish.
...
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Where To Get Html / Css Code For Form?
(KB10000141)
To get the code for the new form to be able to post it in your website click
"Get Code"
A window will appear with the HTML and CSS code with an option to download each
code to an .html/.css code
...
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How Do I Get The Url Of The Form Landing Page?
(KB10000163)
After you are done creating your new form click on "Get code"
In here you will find the URL for Web link or Mobile view. Copy and paste into
your browser.
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