How to Create and Customize a Form in CoachWorks Marketing CRM
This article helps you understand how to start from scratch or use a template, edit form elements, set conditional logic, manage integrations, and effectively save your work.
1. Navigate to the 'Sites' tab.
2. Now, navigate to the 'Forms' section.
3. Decide between starting from scratch or using a template.
4. Click 'Start from Scratch' if you want to create a form from scratch.
5. Edit and personalize the given form name.
6. Click on the specific form element you wish to edit.
7. Once selected, you can perform changes on the neighboring panel.
8. Expand the form element list by selecting 'Add Element'.
9. Enter custom fields per your requirement.
10. Access the 'Add Conditional Logic' by clicking the respective button.
11. Update or establish conditional logic rules here.
12. If needed, modify the form notification settings.
13. Access the 'Versions' section to check previous versions.
14. Use this 'Preview' feature to have a look at the form you've created.
15. Next, proceed to the 'Integrations' to connect the form to other platforms.
16. Do modifications in the form upon integration, if necessary.
17. Finally, save all the changes made to the form.
