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Link to video tutorial: https://leadrr-documentation.s3.us-east-1.amazonaws.com/new-form-tut.mp4

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On this page, we’re going to go over the steps to building your first form. Forms can be as simple or complex as you choose to make them. There are heaps of options and customizations available. We’ll keep this example as simple as possible to make things easier. You can find more in-depth details on other features and customizations from the other help pages.

1

To get started, navigate to your forms page by clicking “Forms” in the left sidebar.

2

Since you do not have any forms yet, you’ll see a blank page prompting you to create a form. Click on “+ Create Form”. This will open a dropdown menu. From here, click on “Guided Editor”. You can also choose a template, which will autofill some key form details for you. For now, though, let’s stick with the Guided Editor.

3

After clicking on “Guided Editor,” FormSuite will create a new form for you and then redirect you to the form editor. This is where you can make all changes to your form.

On the left side, you’ll see the editor sidebar. This section includes:

• Global Settings Button: Clicking on the gear icon will open a modal with some global settings like font size, font family, colors, and more.
• A list of all your journey items: By default, there will be just one, which will be a welcome screen.
• The Overview Section: This is a textarea where you can enter the purpose of the form. I’ll touch more on this shortly.
• The Tone of Voice Section: Here, you can change the personality behind the form’s AI assistant. Again, I’ll touch more on this shortly.
• The About Section: This is where you can provide details about yourself or your company.
• The Train Your AI Section: I’ll touch on this shortly as well. In short, this is where you can provide a list of informational snippets for you form’s AI assistant.