With the Forms module, you can easily create and manage customized forms directly in Hubflo. Perfect for gathering information from your clients, this module streamlines the process with options to send forms via email or the client portal:
1. Creating a Form
Here's how to set up your form:
• Choose a title: This will be visible to your clients.
• Add an intro message: Provide context or instructions for your form:
Add questions - Choose from the following types:
• Short Text
Title: "Confirm your Email Address"
Description: “What is your preferred email address for communication?”
• Long text
Title: "Describe your needs"
Description: "Can you describe your main goals or challenges that we can help with?"
• With the Dropdown option, you can create a dropdown menu for your clients.
Important: To add the choices, write or paste each option directly into the provided field, placing each choice on a separate line. This ensures that each option appears as a distinct entry in the dropdown menu.
Title: “Which service are you most interested in?”
Options (to be entered line by line):
• Marketing
• Sales
• Support
• Other
• Add layout elements: Use text blocks to structure your form.
2. Sending a Form to a Client
2.1 Sending by Email
• You can send the form to an existing client or create a new client to send it to:
2.2 Client-Side Experience
• The client will receive an email with a link to the form.
• They can also view and fill out the form directly via the client portal (just like SmartDocs).
3. Viewing Form Answers
3.1 Viewing Pending Answers
• Go to the form, then navigate to the Invitations tab.
• This tab shows a list of clients who haven’t yet completed the form.
• You can copy the form link from here if you need to resend it:
3.2 Viewing Completed Answers
• Access a summary table showing all the clients who’ve submitted their responses.
• Click on individual entries to view the details of each response.
FAQ: Frequently Asked Questions About Forms
How will my client be notified?
How will my client be notified?
Your client will receive an email with a direct link to your form for completion. Their answers will be saved automatically.
Can I resend a form to a client?
Can I resend a form to a client?
Absolutely! Go to the form’s Invitations tab, copy the link, and resend it manually via email or your preferred communication method.
Will I be notified when a client completes a form?
Will I be notified when a client completes a form?
Yes, Hubflo will notify you when a client submits their response so you can review it promptly:
• When a form is assigned to a client by an internal user: the contact owner will be notified.
• When a client submits a form: Both the user who assigned the form and the contact owner will receive a notification.
Can clients access forms on the client portal?
Can clients access forms on the client portal?
Yes, clients can fill out forms directly via the client portal, making the process seamless and convenient.
They’ll see any new forms to complete right on the homepage of the client portal. Additionally, they can review the forms they’ve already completed by navigating to the “Forms” tab.