Creating Event Forms

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When clicking on Event Forms from the Home tab, you will see the Event Forms index page. This is a list of all the Events Forms currently setup for your account.

To edit a form already created, click on the name, notification email, fields, or the notepad. All of these will go to the Event Form Edit page.

If you want to create a new Event Form, click Add Event Form located on the top right of the main info pane.

Add Event Form

After clicking Add Event Form, you will see a screen to name your Event Form. Name it whatever you like.

Notification Emails are automatically generated when an Event Form is submitted. The email addresses listed here will get an email immediately that contains all the information submitted.

Points can be assigned for each Event Form. These are used in Sales Rep rankings.

Limit Contact Types allows you to limit when the form is available. If the contact type they are dealing with matches what is selected here, the form will be available and show under Event Forms in the app and website. Default is for a form to always been available. Select a certain contact type to limit. (Example: Demo company has a contact type of Current. Event Form called Renewals can be used for current customers renewing. Selecting Current under Limit Contact Types means the system will only offer the Renewals Event Form is the contact they are dealing with is of type Current.)

Post Back URL, Secret Key, Send Method are advanced features and will be documented soon.