Forms

Forms allow you to collect structured data from customers, such as feedback, event registrations, contact inquiries, or special requests. You can create custom forms with various field types and manage submissions without leaving the Partner Portal.

Accessing Forms

Step 1: Go to Content or Website > Forms in the sidebar (or via the Content Management section).

Step 2: View existing forms or click Create Form.

Creating a Form

Step 1: Give the form a title and description.

Step 2: Add fields:

• Text, email, phone, number

• Dropdowns, checkboxes, radio buttons

• Text areas, file uploads (if enabled)

• Date pickers, etc.

Step 3: Set options like required fields, validation, and thank-you message.

Step 4: Save the form.

The form can then be embedded on your website (via custom page or content blocks) or shared via link.

Managing Submissions

• View all submissions in a table or list.

• Filter by form, date, or status.

• Click into a submission to see full details.

• Export submissions as CSV for further analysis or CRM import.

• Mark as read or add internal notes.

Best Practices

• Keep forms concise to improve completion rates.

• Use clear labels and helpful placeholders.

• Test the form before publishing.

• Review submissions regularly and respond promptly.

• Use form data to improve services or create targeted campaigns.

Related

• Content Management Overview
• Custom Pages (embed forms in custom content).
• Engagement Tools (forms as part of events or feedback).

Note: Form features and submission storage depend on your website and form modules. Submissions are accessible in the Partner Portal for ops management, separate from any website-embedded form handling.

Forms integrate with your customer data and can feed into segments or marketing automation.