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Adding a new form
Updated over a year ago

To add a new form, please click "Interactions" item in the main menu, and chose "Forms" option.

You will see a list of all Forms you currently have active. Use "Status" filter to see forms in other kinds of statuses. From here, you can edit existing forms, or create a new one by clicking "+Form" in the top right corner of the page.

Next, select a template, or start a blank form:

Proceed to customize your form using the "Form Details" tab, and set the targeting and triggering conditions in "Form Trigger" tab.

new-form1.png

When you've completed your setup, click "Save".

Note

You will not be able to save a form unless all the required fields in both "Form Details" and "Form Trigger" tabs are filled in.

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