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Forms & Surveys

29 Articles
BGadmin
1 Min Read

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…

BGadmin
1 Min Read

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?…

BGadmin
1 Min Read

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…

BGadmin
1 Min Read

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…