The Goal: Use the Forms/Surveys tool to quickly create and publish custom web forms and surveys—for example, to collect a revised employee count so you can calculate dues before generating invoices.
Before You Begin:
- You need access to Forms/Surveys, available at Marketing & Communication, Communication section, click Forms/Surveys.
- Have your form purpose in mind—for example, the data you need to collect before billing (such as an updated number of employees).
The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. For example, if you are calculating dues based on number of employees and you need to get a revised count before generating your invoices.
Microlearning Overview
Step-by-Step Instructions
- Go to Marketing & Communication, Communication section, click Forms/Surveys.
- Create a new form or survey and add the fields you want to collect—for example, an updated number of employees used to calculate dues.
- Publish the form and distribute the link to your contacts so they can submit their responses.
- Review the submitted responses, then use the updated data to generate your invoices.
Common Pitfalls
- Building the form too late: If you are collecting data needed for billing (such as an updated employee count), publish and distribute the form well before your invoice generation date so responses are in before you bill.