Video transcript:
Record forms are a flexible type of form in your CRM, which can be used to store different types of information.
These forms can be shared and completed externally, so they’re great for things like applications and surveys.
For example, you may wish to take open call applications for an opportunity. You can add as many fields as you like to your record form. If you want to know more about Custom fields, you can check out our separate guide on Custom Fields and Forms.
You can change the label which is displayed for each field, if you’d like it to appear differently to users who are completing the form.
Once you’ve finished designing your form, you can start Sharing this form externally. Head to the ‘Sharing’ settings at the top of your menu.
Here, you can opt to notify someone of new submissions to this form. They’ll receive an email every time a new response is submitted.
We’ll provide you with a link to your form, and embed code to add this to your website.
Users just need to enter their details into the form, and click submit to send their response.
You can view all responses to your record form here, and can filter using the custom fields you’ve enabled.
Once you’ve received some responses to your form, you may want to build an internal process around them, such as reviewing applications.
It’s possible to edit a response, using an alternative form. For example, you may want to create an internal version of the form, which has more fields - for example, a status field for you to review applications.
Open the form to edit it, and move it to your alternative form. Here, we’re creating a new person in our CRM for this applicant, and adding a status to their application.
Once you’re done, then save this response - this will move the record and save it under your alternative form.
Sharable record forms are also handy for event surveys and monitoring. Here, we have a form for event participants to complete, providing information about their experience and previous engagement with us.
You can choose to make some fields required, and leave others as optional.
The Record forms features has built in statistics reporting. Here, we can see a breakdown of all the responses we’ve received to this form. We can filter this by date range, or by the other custom fields we’ve set up for this form - for example, you could choose to see this breakdown just for a specific project or event.