How To Build, Edit & Utilize Forms | StrideSalesCRM.com

[Music] how to build edit and utilize forms forms are an excellent way to capture information for new leads and many other aspects of your business by understanding how to use the form builder this is a critical piece to be able to best use the system and customize it for your particular business needs step 1 accessing and navigating the form section if you navigate to forms you'll see three different sections builder analyze and submissions the builder feature includes a list of all

Of your existing forms you can also create a new form from this page analyze gives you an overview of the number of submissions you have for your forms as well as a graph you can sort by individual forms choose a specific time period and more to view some different options submissions allows you to sort through the submissions for all of your forms or an individual form you can also search for a specific submission by name email phone number or contact id

[Music] step two is to create a form if you navigate to the form builder or click into an existing form to edit it you can create or edit a form you'll be taken into the form builder where you can completely customize the form however you need there will be a menu on the right hand side including fields styles and options under fields you can drag and drop both standard and custom fields into the form builder you can always click the x

On a field that you've added if you want to remove it [Music] under the style section you can customize things like the layout colors [Music] css and you can also toggle on or off the branding logo [Music] under options you can customize the name of your form determine what happens upon submission such as if there is a page redirect or a special message you'd like to pop up on the screen or you can add a facebook pixel id to [Music] under

Options you can also toggle on or off the sticky contact feature again within the form builder you can completely customize the fields styles and options to make this form fit your business needs the next step is step three integrating and using the form once you create your form and save any changes you can click integrate form to access the link or embed code the embed code can be included on a website or a funnel page the link can be pasted into

An sms or email message as a communication directly to a leader customer forms can also be connected in a calendar check out our calendar settings tutorials to learn more about this and please note that once a form is integrated into the system in one of these ways leads or contacts will be able to fill it out accordingly and then you can view the submissions in your system congratulations you now know how to build edit and utilize forms