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Adding and Using Products in Forms
Integrating products into your forms now offers enhanced customization and layout options, significantly improving the user experience. This update allows for a more streamlined product selection and payment process within your forms.
By Jan//Apprezo
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Last updated 1 year ago
Adding Background Images to Forms
Enhancing your forms with a background image can significantly improve their visual appeal and align them with your branding. This guide will walk you through the steps to add a background image to your forms, making them more engaging for your leads.
By Jan//Apprezo
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Last updated 1 year ago
How to Collect Donations via Forms
You can now efficiently collect donations and payments directly through forms by adding a payment element. This feature allows you to specify a fixed donation amount or let donors choose their preferred amount. Here's a step-by-step guide on how to set it up
By Jan//Apprezo
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Last updated 1 year ago
How to Create Forms Using the Template Library
Creating forms has never been easier with the Template Library feature. It offers a range of pre-designed, customizable templates to save you time and streamline your workflow. Here’s a step-by-step guide on how to effectively use this feature for quick and professional form creation.
By Jan//Apprezo
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Last updated 1 year ago
How to Create Surveys with the Template Library
The Template Library offers an efficient way to create surveys by providing pre-designed, customizable templates. This guide will help you navigate through the process and leverage this feature for quick and effective survey creation.
By Jan//Apprezo
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Last updated 1 year ago
Form Customization with Advisor's Growth: Enhance Visual Appeal and Functionality
Customizing your forms can greatly improve both their visual appeal and overall user experience. With Advisor's Growth, you can easily tailor your forms to match your branding, making them more engaging and functional. This guide provides an overview of how to effectively use these form customization features.
By Jan//Apprezo
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Last updated 1 year ago
Forms and Surveys Email Verification
Introduction With our new feature, you can now validate email addresses directly within your forms and surveys. This ensures that the email addresses provided by users are both accurate and functional, helping maintain data integrity and ensuring effective communication.
By Jan//Apprezo
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Last updated 1 year ago
Forms and Surveys: Quick Add Fields & Edit Custom Fields
The Quick Add Fields & Edit Custom Fields feature is designed to streamline the creation and customization process for your forms and surveys. This functionality provides an intuitive way to build forms by simplifying how you add and modify fields, ensuring a smooth and efficient user experience.
By Jan//Apprezo
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Last updated 1 year ago
Forms Builder - Terms and Conditions Element
In this guide, you’ll learn how to use the Terms and Conditions field within the Advisor’s Growth form builder. This feature is particularly valuable for maintaining compliance with A2P (Application-to-Person) regulations in the United States. By including this element in your forms, you can easily capture the necessary consent when collecting phone information—ensuring you meet legal standards.
By Jan//Apprezo
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Last updated 1 year ago
How to Add a Bump Offer in Order Forms
A bump offer is an effective way to boost sales by presenting an additional product or service at checkout. It appears directly within the order form and can be added to a customer’s order with just one click. Follow these steps to set up a bump offer in your funnel's order form
By Jan//Apprezo
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Last updated 1 year ago
How to Add or Remove Logos for Forms
This Article describes the process of adding and removing logos from forms.
By Jan//Apprezo
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Last updated 1 year ago
How to Build, Edit, and Utilize Surveys
Surveys are a powerful tool for capturing lead information, gathering customer feedback, and qualifying potential clients. Understanding how to effectively use the survey builder within Advisor's Growth allows you to customize surveys according to your business needs. Although the survey and form builders share similarities, the key distinction lies in survey logic, which can help qualify leads based on their responses.
By Jan//Apprezo
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Last updated 1 year ago
How to Export All Submissions from a Form or Survey
Exporting submissions from forms or surveys is now a hassle-free process. You can easily export all data from a single form/survey or multiple forms/surveys at once, receiving the results in a downloadable file sent directly to your email. Here’s how to do it
By Jan//Apprezo
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Last updated 1 year ago
How To Locate Survey and Form Answers
Surveys and forms are valuable tools for gathering insights from leads and improving your services. In addition to viewing responses within the platform, you can also export the data to Google Sheets for further analysis.
By Jan//Apprezo
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Last updated 1 year ago
How to Look Up Form Attribution
Form attribution helps you understand which channels or sources are driving your leads, enabling you to optimize your marketing strategies effectively. Here's a step-by-step guide on how to access and analyze form attribution data.
By Jan//Apprezo
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Last updated 1 year ago
How to Submit Mock Data for Forms and Surveys
Submitting mock data allows you to test forms and surveys, ensuring that the data flows correctly and appears as expected in contact profiles. Follow these five simple steps to submit mock data for form or survey completion.
By Jan//Apprezo
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Last updated 1 year ago
How to Use a Form or Survey Template
Using a form or survey template can greatly streamline your process, providing you with a pre-designed structure that's both effective and user-friendly. This method ensures consistency and professionalism while allowing for customization to meet your specific needs. It’s a practical approach, especially if you don’t have advanced design skills.
By Jan//Apprezo
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Last updated 1 year ago
How to Use Conditional Logic in Forms
Conditional logic is a powerful tool in the Advisor’s Growth form builder that allows you to create dynamic, responsive forms. With this feature, you can tailor the user experience based on their input, creating more personalized and effective forms.
By Jan//Apprezo
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Last updated 1 year ago
How To Use the File Upload Custom Field in Forms and Surveys
This guide will help you set up and use the file upload custom field within your forms and surveys. The file upload feature allows users to submit files directly through the form or survey, making it easier to gather relevant documents or media.
By Jan//Apprezo
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Last updated 1 year ago
Adding Hyperlinks to Text Fields in Forms & Surveys
Embedding clickable links directly into text fields within forms and surveys is a powerful tool that enhances user engagement and improves the overall customer experience. This functionality allows businesses to guide respondents to additional resources, provide easy access to relevant information, and create a more informative interaction. Here's a step-by-step guide on how to add hyperlinks in forms and surveys.
By Jan//Apprezo
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Last updated 1 year ago
Images in Forms: Elevating Visual Appeal in Form Design
In today’s dynamic landscape of form and survey design, visual elements are essential for capturing attention and improving user experience. We’re excited to introduce some powerful new features in form-building that allow users to incorporate custom images: background images, header images, and the Image Resizing & Alignment tool. These upgrades offer a fresh level of personalization, transforming your forms into engaging, visually appealing experiences.
By Jan//Apprezo
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Last updated 1 year ago
Payment Element in Forms & Surveys
The payment element in forms is a powerful feature designed to streamline the process of accepting payments directly through your forms. Whether you’re selling products, services, or accepting donations, this feature integrates payment options into your forms, offering a smooth customer experience.
By Jan//Apprezo
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Last updated 1 year ago
Pop-up Forms: A Comprehensive Guide
This guide walks you through the key features and steps to create, customize, and effectively use pop-up forms on your website. With options for embedding, triggering, activating, and deactivating pop-up forms, you can enhance user engagement and improve lead capture.
By Jan//Apprezo
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Last updated 1 year ago
How to Use the Signature Custom Field in Forms and Surveys
The Signature Custom Field in Advisor’s Growth allows you to collect signatures directly within your forms and surveys. This guide walks you through setting up and managing signature fields effectively.
By Jan//Apprezo
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Last updated 1 year ago
Understanding Automatic Country Detection in Forms
The automatic country code detection feature adds convenience and precision to your forms by recognizing the user's location and automatically displaying the corresponding country code when they input their phone number. Here’s a quick guide on how to make the most of this feature.
By Jan//Apprezo
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Last updated 1 year ago
Understanding the Difference Between One-Step and Two-Step Order Forms
When choosing between a one-step and a two-step order form, it's essential to understand their structural differences and the scenarios where each excels. Both types are designed to gather contact, shipping, and payment details from leads interested in your product or service. Here’s a breakdown of their differences and setup instructions.
By Jan//Apprezo
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Last updated 1 year ago
Using Opportunity Fields in Forms & Surveys
Integrating opportunity custom fields into forms and surveys transforms data collection, enabling seamless tracking and management of opportunities. This feature enhances efficiency and customization, ensuring your forms and surveys are fully aligned with your opportunity management needs.
By Jan//Apprezo
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Last updated 1 year ago
Viewing Chat Widget Submissions
After setting up your chat widget, you might want to review the submissions it collects. If you haven't yet created a chat widget, please refer to our guide on "How To Create and Add a Chat Widget to Funnels and Websites" before proceeding.
By Jan//Apprezo
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Last updated 1 year ago