With Salesmate's updated webform functionality, you can now customize your forms further by adding custom questions. This enhancement allows you to gather additional information from your leads beyond standard Salesmate fields.
Note: Available in the Pro, Business, and Enterprise plans.
To Add Custom Questions to Your Webforms:
- Navigate to More Icons on the left menu bar.
- Click on Forms
- Hover over the Form name.
- You will see the "Action" button >> Click on it and select the Edit Form option.
- Hit Add Custom Questions.
- Select the Field Type or search the Type with the Quick search option
- You can create below-mentioned type of custom questions:
- Text
- Long Text
- Integer
- Big-Integer
- Decimal
- URL
- Date
- Date-Time
- Select
- Multi-Select
- Percentage
- Boolean
- Phone
- Upload
- Rating
- Provide the following details
- Field Label: Define the label to identify the field
- Internal Name: Define the internal name for API integrations
- Help Text: Define Help Text to provide additional information to help your teammates understand the purpose of the field.
- Once done, Click Save.
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