Conditional Logic Now in Forms

Conditional Logic Now in Forms

Software Updates

December 19, 2023 ● 2 min read

Conditional Logic Now in Forms
Introducing our latest CRM enhancement: Conditional Logic for Forms. With this feature, you can now tailor your customer interactions by setting dynamic rules for form responses, ensuring a more personalized and efficient engagement.
Conditional Logic Now in Forms: This feature allows you to set up dynamic, rule-based responses for form submissions and tailor their experience based on how they answer. 👇🏻

⭐️ Why Does It Matter To Your Business?

  • Personalization: Customize user experiences by showing or hiding form fields based on user input.

  • Efficiency: Redirect users to specific URLs or display custom messages based on their responses, ensuring a more streamlined engagement.

  • Lead Qualification: Disqualify leads that don’t meet specific criteria, saving your time and resources.

⭐️ How to use the Conditional Logic in Forms:

  1. Access the Form Builder: Log in to your CRM account and access the Form Builder.

  2. Enable Conditional Logic: In the Form Builder, navigate to the top-left corner and find the “Conditional Logic” option.

  1. Set Conditions: Configure conditions for your form. For example, you can set rules like “If a user selects a date after a specific date, then…”

  2. Customize Further: Explore the various options and possibilities for creating a dynamic and personalized user experience.

 

This feature empowers you to create more tailored and efficient interactions with your customers, saving you time and resources.

If you have any questions or need assistance with this new feature, our support team is here to help. Thank you for choosing our CRM, and we look forward to seeing the positive impact this enhancement will have on your business.

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