Managing contacts and other admin

Using contacts with forms you've created

Whether you're using Forms on the Fly to

• help you win new business
• gather leads
• deliver support & training
• manage long term relationships
• or simply to engage your visitors

...it's worth spending a couple of minutes looking at this contacts tutorial. It will show you how you can use contacts in conjunction with your forms to email a link, to view who's used a form, and so on. For more detail on importing, exporting and other features, please read the manual or the information in the contextual Help system available in your account.

For integration with CRM, email marketing or other applications, please contact us.

To scroll through the illustrations and abbreviated instructions, click on an image below to zoom and mouse over the top right to click 'Next'

Viewing, Sorting and Editing Your Contacts

Clicking the Contacts tab will take you to a list of all the contacts in your account, whether you've added them manually, imported them or they've submitted one of your published forms with their contact details.

 

To view or edit company or individual contact details

Click on the Company or Name link in the list.

To filter or search your list

By default, all your Contacts will be listed. To filter or search for one contact, simply put all or part of the Company or Name in the search box (just above the Category column). To view all again, leave the search box blank and click the search icon.

Categories

If you have chosen to categorise your contacts by 'Client', 'Prospect' or 'Other' you can sort by Category. For contacts not categorised in this way, the field will be blank.

The Forms column

This will show you the number of forms completed (submitted) by a contact. If you choose to Assign a form to a contact (see below) you will also see the number of forms assigned but not yet submitted.
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Assigning Forms (to use in your account or to email to a contact)

Instead of (or as well as) publishing forms on the web, you can fill them in within your account on behalf of a contact, or email a contact with a link to a private form on a page hosted by us.

Why might you want to do this?

• If you don't have a website or blog
• If you wish to limit access to the form
• If you've built a form for internal use (e.g. to auto-generate proposals) with a report output in a branded Word document ready to send to your prospect
• For testing forms before you publish them

The following are just some examples of the way Forms on the Fly questionnaires and diagnostics are used, other than on the web:

• If you are working with a client in an advisory capacity, and wish to take them through a standardised series of questions, it can save a great deal of time to set up a form to use regularly, for example a 'Health Check' or other pre-consultation questionnaire
• If you are running an educational programme, you may wish to email individual requests for tests or elearning material to be completed
• You want to use a form with customised questions for a particular individual or company

Assigning a form to a contact

Go to Forms > Library , select the form to use and click Assign

 

This displays a dialog box where you can choose which contact to assign it to.

 

Click on Assign next to the Contact and you will be dropped into the Forms In Use page where you can now choose whether to:

• Use the form – click on Use to open it in your account where you can input data yourself
• or click Email to send your contact a link to the form on a private page. The email is sent by the system and will include your name and email address in the header branded with your logo – the best way to appreciate this is to set up a contact with your own details, assign a form and email it to yourself.
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