Video introduction to the Form Editor in Autorespond #
Summary #
This documentation gives an overview of the main functions of the Form Editor in Autorespond. It covers the options for customising forms, setting up conditional logic, and integrations with other systems.
Overview of the Form Editor 0:01 #
- The Form Editor is a visual editor with standard and advanced fields.
- Users can adjust labels, make fields required and set default values.
- For users with an account, details are filled in automatically.
Conditional Logic 1:55 #
- Conditional logic can be set on the basis of earlier fields.
- Example: a field is only shown if another field has been completed with ‘yes’.
- This makes it possible to create dynamic forms that adapt to user input.
Form Design and Styling 3:37 #
- The design of the form can be customised with various styles.
- Users can import a form that was created earlier.
- There are options for adjusting colours and branding.
Settings and Integrations 4:31 #
- Settings for what happens after a form is submitted can be adjusted.
- Double opt-in can be switched on or off per form.
- Integrations with CRM systems and other tools such as Zapier and Google Sheets are available.
Advanced Validation and Confirmations 10:02 #
- Advanced form validation can be set up to block specific input.
- Conditional confirmations can be set up to show different messages based on user input.
- PDF generation is possible for contracts or confirmations.
Conversational Forms and AI-generated Forms 18:25 #
- Conversational forms offer a more interactive experience, comparable to Typeform.
- AI can be used to generate forms based on a given prompt, which saves time when drawing up questions.
