Using CrmOne Form Builder

Created by Abhay Rathore, Modified on Mon, 26 Jun, 2023 at 10:08 AM by Abhay Rathore

Using CrmOne Form Builder

CrmOne Form Builder is a powerful tool for building forms for business.
It is really easy to use and includes some of the best templates, There are plenty of engaging forms to choose from.
You can embed the form on your website or share the link and your responses will be stored in your Responses Inbox.

Ready-made templates make setting up contact forms, registration forms or newsletter signup forms really easy!
It uses a drag and drop builder, which has all the options you need.


So first we will go to Marketing and than Form Builder to create the form that we are going to put on the page.

Click on   icon to create a new form it will lead you to next page where you need to choose from pre-designed forms or create from scratch.

Let's say you wanted to create from scratch. Now you need to give a name to the form, Say you want to give it a name”Free Dental Check-up.” After entering name click



Now since you have created form we will add fields to the form, to add the fields you need drag and drop fields that you want to add to the form. Here we have added First Name, Last Name, Email, Phone number.

Using the style options you can change theme, select color, change font size, height and width of fields and border etc. Click on   icon to edit the button.

Here you can change the text of button according to your need, also you can edit  size and shape of button you can also use one of the available themes.You can move Edit Panel to left or Right side by using   according to your need. Once you are done click on  to save the form. Click on  to see preview Of the form.


 


Now you can see that a form with the name of Free Dental Check-up has been created. 

Now to copy URL or Embedded code click on  


To perform different actions like view, details, view submissions, export   submissions click on  


When you click on View you get a preview of the form, when you select Details you get a detailed report.


If you want to see list of all submissions with details you can select view submissions, if  you want details of a particular submission click on  



You can also download submissions in CSV or XLSX file format, you can select export submissions
Select file format and select  



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