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Disable a Form or Survey Question
In the event that you wish to remove a question from your form, best practice is to disable the question. Disabling will ensure that previous responses are maintained within your database. This approach is recommended if you wish to change the field type for a question. For example, if you have created a question as …
Copy a Form or Survey
* In the Forms module, in the Actions column, click the ellipsis for the form you wish to copy and select Copy Form . * A window will appear asking "Are you sure you want to Copy"; click OK to confirm you wish to make a copy. The form will be displayed in your list of forms, name Copy of...
Share a Form or Survey Using the Share Link
After you create your form, you can send the form to your members using the form's Share link. In the Forms/Surveys module, find the form or survey you wish to share. Click the ellipsis in the Actions column and select the Share option: This will open the Edit Sharing window, which will allow you to send …
Autofill Form or Survey Fields
To make it easy for respondents to fill in a form, when a form is sent using a GrowthZone email list, basic contact information can be pre-populated in the form using the existing database fields of a Form type. The basic information that can be included: * Prefix * First Name * Last Name * Suffix * Primary A…
Add Sections to a Form or Survey
To better organize the questions you wish to ask on your form, you can create sections. Once sections are created, you can add custom questions to the specified sections. * In the Forms module, click on the Name of the form you are editing. * Click the Manage Sections button. * If no sections have been defi…
Share a Form or Survey Using the URL
If you are intending on sharing/sending forms/surveys to your members using the URLs that are created in the form itself, there are a few steps you can take to ensure future forms/surveys have a sensible URL. Because GrowthZone formulates URL links for all future forms/surveys based on the first public page created f…
Publish a Form or Survey to Your Website
Using the public modules, you can create a public URL to add to your website navigation for your website visitors to access. IMPORTANT! Read Share a Form or Survey Using the URL before performing the following steps if this is the first time you are publishing a form to your website! After creating the …
Associate Form/Survey Responses to Contacts
You can associate a form response to a contact in your database, by clicking into the IP Address listed in the From column. NOTE: You must have included: Form: First Name , Form: Last Name , and Form: Organization OR Form: Email Address in your survey to be provided with sufficient information to match the …
Add Questions to a Form or Survey
* In the Forms module, click the name of the form you are editing. This will open the Edit Form Questions window. * Click the Add New Question/Field button. * In the Add Form Custom Field window, enter the following: Use an Existing Database Field : You may use fields that have previously been …
Create a Form or Survey
Creating a form is a two step process. First you will add the form, then you will add the questions to your form. * Click Forms/Surveys in the Navigation Panel. * Click the Add button. * Enter details in the fields on the opened page: Name - provide a name for your new form. Description - Th…
