This tutorial will show you how to create the file upload custom field, and how it can be used within both forms or surveys. Step 1: Adding the File Upload Custom Field to Your Form or Survey Navigate to the form builder. You’ll see Standard Fields ...
Using forms can be a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the form builder is a critical piece to being able to best use the system to customize it for your business needs. ...
Custom Fields allow you to create contact specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. Step 1: Create Custom Fields Navigate ...
this tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys. Step 1: Adding the Signature Custom Field to Your Form or Survey Navigate to the Form Builder (or Survey Builder). You’ll see ...
Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save time and maximize LANA, by automating information so you can send out ...