General Tech Inquiries

How to use Conditional Logic in Forms
The Conditional Logic feature in our Form Builder allows you to automate actions in your forms based on user interactions. You can use multiple conditions, ...
Wed, 6 Nov, 2024 at 4:56 PM
How to use Source Field in Forms and Surveys
The Source Field in forms and surveys is a crucial element that helps you gather information about the origin or channel through which respondents accessed ...
Wed, 6 Nov, 2024 at 5:05 PM
How To Create Automated Email Notifications for Form and Survey Submissions
Once enabled, this feature sends an automated response to the person who fills out the form as well as an option to notify internal team members. Please...
Wed, 6 Nov, 2024 at 5:09 PM
How to get and update your API Keys
Updating your API Keys 1. Log into your app 2. Click on the Settings tab 3. Click into "business info" tab then locate API Key. As you ca...
Wed, 20 Nov, 2024 at 11:02 AM
How to use Custom Fields for Opportunities
The Custom Fields for Opportunities feature empowers users to capture, organize, and customize information tailored to their needs, transforming opportuniti...
Tue, 26 Nov, 2024 at 5:05 PM
Adding Collect Payment Function in Salesable Forms
In this article, we will show you how to add a collect payment function in Salesable forms.
Tue, 10 Dec, 2024 at 4:52 PM
Setting up Disqualify Lead in Forms
In this article, we will show you how to set up your forms to disqualify leads.
Tue, 10 Dec, 2024 at 6:04 PM
Conversations - Snippets
Overview Snippets are a time-saving tool designed to streamline communication by providing reusable pre-crafted text templates. This article guides you th...
Fri, 13 Dec, 2024 at 1:52 PM
Message Templates (Snippets)
Message Snippets (Templates) make it easier for a business to respond to clients or customers by creating them as a response to FAQs. Covered in this...
Fri, 13 Dec, 2024 at 1:56 PM
Getting Started With Smart Lists
Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can sele...
Thu, 19 Dec, 2024 at 5:59 PM