Damon Jimenez asked us, “How secure are our forms that we send to clients for personal info. Are they encrypted?: “Yes, they’re encrypted by SSL, the standard (very safe) level of internet security.”
Forms & Surveys
29 Articles
James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…
Jesse Bradin asked us, “How do I get a pop up to – pop up immediately with no delay in a funnel build?” ” let me know if it helps: https://www.loom.com/share/cf8f77a66faa462fb690264faac9c61b”
Dan X Nguyen asked us, “Branning Group Support is there a way to have the SHOW IT TO ME HERE pop-up button submit the contact info and move to the next page of the funnel, instead of having to click “Submit” from the embedded form?…
Ruben Carillio asked us, “Hey Team, So im going to implement the “life insurance quote” form into my follow up sequence however how can i set it up so that after they are done filling out the form, they will be prompted to schedule/book a…
Damon Jimenez asked us, “Are we able to add a small YouTube clip onto a form?” “Absolutely, you add a Video element and then just paste in the YouTube URL. It’s setup for that already, it’s easy to plug in 🙂 You have to add…
Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…
Becky Chopek Wilson asked us, “How can I add a FORM I build to a campaign?” “If you want your contacts to fill up a form, you can either include the link of it directly or add them into a funnel, connect it to your…
Becky Chopek Wilson asked us,”For the P&C agents here. What Agency management system are you using and does any of them connect to Agent CRM? Also has anyone been able to create their intake forms inside Agent CRM instead of having to use Zappier to…
Bruce Kuczinski asked us, “Is it possible to add a survey to an email in a campaign?” “You can take them to a funnel page with the survey, or if it’s a single-question you can use trigger links to track their answers”