Overview

The Forms module helps organizations create and manage digital forms for collecting information from leads, customers, employees, a

nd partners. Whether you need to capture new leads, generate instant proposals, gather customer feedback, manage complaints, or build custom workflows, Forms provides a centralized platform to design, publish, and track submissions.

With customizable form templates and step-based configuration, businesses can streamline data collection while ensuring a consistent user experience across websites, campaigns, and customer interactions.

Accessing the Forms Module

To access Forms:

1. Click Settings from the top navigation menu.

2. Under Organization Preferences, select Forms.
   (Refer to Screenshot 1)

The Forms dashboard displays all available forms as individual cards, making it easy to manage, edit, and monitor existing forms.
(Refer to Screenshot 2)

From this screen, users can:

• Search for forms by name

• Filter available forms

• Create new forms

• Access Zyra AI assistance for form creation

• Open and edit existing forms
  
  

Creating a New Form

Click the Create button located in the top-right corner of the Forms dashboard.

A dropdown menu displays the available form types:
(Refer to Screenshot 3)

Available Form Types

Select the desired form type to begin configuration.

Lead Capture Form

The Lead Capture Form is designed to collect prospect information and automatically create leads within the CRM.
(Refer to Screenshot 4)

Configuration Steps

Step 1: Welcome

Configure the introductory information displayed to users:

• Form Name

• Form Title

• Form Description

Step 2: Lead Capture

Configure the fields required for lead collection, such as:

• Full Name

• Email Address

• Mobile Number

• Company Name

• Service Requirements

• Additional Information

Step 3: Thank You

Customize the confirmation message displayed after successful submission.

Key Benefits

• Converts website visitors into CRM leads

• Standardizes lead collection

• Reduces manual data entry

• Improves lead management efficiency

Instant Proposal Form

The Instant Proposal Form allows prospects to provide service requirements and receive proposal-related information through a structured workflow.
(Refer to Screenshot 5)

Configuration Steps

Step 1: Welcome

Define:

• Form Name

• Form Title

• Form Description

Step 2: Service Types

Configure available service categories customers can select.

Examples:

• Residential Cleaning

• Commercial Cleaning

• Interior Design

• Landscaping

• Construction Services

Step 3: Lead Capture

Collect customer contact details.

Step 4: Slot Setup

Allow customers to choose:

• Meeting Slots

• Consultation Slots

• Site Visit Appointments

Step 5: Thank You

Display the final confirmation message.

Key Benefits

• Qualifies leads automatically

• Captures project requirements early

• Supports appointment booking

• Improves proposal turnaround time

Feedback Form

The Feedback Form helps organizations gather customer feedback after project completion, meetings, or service delivery.

Configuration Steps

Step 1: Welcome

Configure:

• Form Name

• Form Title

• Form Description

Step 2: Feedback Questions

Add various question types, including:

• Rating Scales

• Multiple Choice Questions

• Yes/No Questions

• Text Feedback Fields

Step 3: Thank You

Create a personalized acknowledgement message.

Key Benefits

• Measures customer satisfaction

• Identifies improvement opportunities

• Supports service quality monitoring

• Builds stronger customer relationships

Complaint Form

The Complaint Form allows customers to report issues directly through a structured submission process.
(Refer to Screenshots 6 & 7)

Configuration Steps

Step 1: Welcome

Configure:

• Form Name

• Form Title

• Description

Step 2: Complaint Details

Create fields for:

• Complaint Category

• Issue Description

• Priority Level

• Attachments

• Supporting Documents

Step 3: Thank You

Display a confirmation message informing customers that the complaint has been received and will be reviewed.

Key Benefits

• Centralizes complaint management

• Improves issue tracking

• Creates accountability

• Enhances customer service responsiveness

Custom Form

The Custom Form provides complete flexibility to create forms tailored to unique business processes.
(Refer to Screenshot 8)

Configuration Steps

Step 1: Welcome

Configure:

• Form Name

• Form Title

• Form Description

Step 2: Custom Form Builder

Add any combination of:

• Text Fields

• Dropdown Lists

• Checkboxes

• Radio Buttons

• File Upload Fields

• Date Fields

• Multi-Step Sections

Step 3: Thank You

Customize the final message displayed after submission.

Common Use Cases

• Employee Onboarding

• Vendor Registration

• Event Registration

• Survey Forms

• Inspection Checklists

• Internal Approval Requests

Common Form Management Actions

The following actions are available across all form types:

Preview

Displays the form exactly as end users will see it before publishing.

Submissions

Allows administrators to review all responses submitted through the form.

Save

Stores form changes and publishes updates when applicable.

Enable/Disable Steps

Use the toggle switch to activate or deactivate specific form steps.

Reorder Steps

Drag and drop steps using the drag handle to modify the form sequence.

Collapse Setup Panel

Hide the configuration panel to gain more editing space while designing the form.

Form Design Best Practices

Keep Forms Simple

Only request information that is necessary for your process.

Use Clear Titles and Descriptions

Help users understand the purpose of the form before they begin.

Preview Before Publishing

Always test the form experience before sharing it externally.

Review Submissions Regularly

Monitor incoming responses to ensure timely follow-up and action.

Optimize for User Experience

Arrange fields logically and minimize unnecessary steps.

Leverage Zyra AI

Use Ask Zyra AI to assist with:

• Creating questions

• Designing workflows

• Writing descriptions

• Improving form structure

Benefits of Using Forms

• Centralized data collection

• Faster lead generation

• Improved customer engagement

• Automated information gathering

• Better complaint and feedback management

• Consistent business processes

• Reduced manual administration

• Enhanced operational efficiency

The Forms module enables organizations to build structured, professional, and scalable data collection workflows while ensuring all submissions remain organized and accessible from a single location.