Using Forms & Portal Pages to create a Lead Gen Funnel

[@jay70328]

Bit off topic, but I'm listening to this through earbuds while walking my dogs at night in the countryside... That noise at 19:25 scared the absolute s**t out of me!

[@SuiteDash]

LOL, sorry - did you think you were being abducted by aliens,, lol?

[@jay70328]

@@SuiteDash exactly that!

[@nicn9776]

These videos are SO helpful. Thank you!

[@SuiteDash]

You're so welcome!

[@graceazlee]

Clear and concise presentation. Thank you!

[@SuiteDash]

Glad it was helpful!

[@DN2ART]

Thanks for this, so so helpful. Excited to see more possiblities.

[@SuiteDash]

More to come!

[@Nunya83]

Thank you for this! Why did you choose to use 3 portal pages rather than creating a 3 step onboarding flow? Preference or does this logistically work better? What should we consider?

[@SuiteDash]

Either could work, depending on your business scenario. The advantage of changing Circle/Start Page is that if they just stop on a step, when they log back in, they are immediately on the current step because they are redirected immediately to the Start Page for their current Circle.

[@rebeccaengland7965]

Is the CRM form now called a kick off from? I'm finding so many things are missing or have different names than in the video instructionals.

[@SuiteDash]

Kickoff Form is the same as what was previously called "Intake Form" See here for the most updated videos: kzbin.info/aero/PLy_cw8Ek92-ENWxQEfkedy99VLhSY6srF We'll be removing older videos step by step as the newer videos come online.

[@Maria-f7s7s]

So I was wondering if Suitedash has confirmation modals upon form submission. It's kind of important with what I'm trying to do right now.

[@SuiteDash]

Hi, can you describe a bit more? You are meaning a modal that asks something like "Are you sure?" where you have one last chance to give a message before they click OK to submit the form?

[@Maria-f7s7s]

@@SuiteDash Yes, that's what I'm talking about. Kevin says there should be an option in the Form Settings but I couldn't find it there.

[@SuiteDash]

@@Maria-f7s7s Ok got it... Kevin, while helpful in many cases, is prone to "hallucinate" which is a very common problem with AI powered bots. We continue to look for strategies to reduce and/or eliminate this. But, returning to your need, it's not something we currently support, but it might be something we would consider as an option. There are some scenarios that might be problematic (like embeds) so it's something we'd need to analyze and consider the pros/cons. Thanks for the feedback!

[@muhammadkhezar8377]

Can I update the from general type to Update type?

[@kangtai00]

Is there any way we can get a copy of the Flow Chart?

[@SuiteDash]

Hi Peter, it's linked in the description

[@ChrisHeidlebaugh]

Could the general form be used for support tickets?

[@jeremygwoods]

I guess it could, in a way, but as you probably know, they'll be making Support Tickets as part of the platform in the future.