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  • App Login
Logo flourish™ Logo flourish™
  • App Login
  • Getting Started
    • Start Here: General Overview
    • Getting Started: Settings Overview
    • Account Settings
    • Connecting your Facebook Page
    • Dashboard Overview
    • Conversations Overview
    • Opportunities Overview
    • Integrating Stripe
    • Live Chat Widget
    • How to make Phone Calls - Dialling Out
    • How to add the Live Chat Widget to a Wordpress Website
    • Creating a new employee
    • How to Integrate Zoom
    • Setting Custom Values and Custom Fields
    • Creating and Managing Your Pipeline
  • Opportunities
    • How To Use Tasks And Opportunities Owners
  • Workflows
    • Workflows - Overview
    • How to set user reminders
    • Repeating or Recurring Workflow
    • Facebook Conversion API Setup
    • Go To Function
    • Forms in Workflows
    • Appointments in Workflows
    • Setting exact times using wait timers in workflows
    • Shopify Integration
    • Workflows: If/Else Conditions (Series Part 1 of 3)
    • Workflows: If/Else Conditions (Series Part 2 of 3) - An example
    • Workflows: If/Else Conditions (Series Part 3 of 3)
    • Changing Wait Timers
    • Out Of Office Workflow
    • AI Booking Bot
  • Marketing
    • How to send broadcasts and newsletters
    • Call Function
    • Creating Email Unsubscribe Links
    • How to make Phone Calls - Dialling Out
    • How to create a review link
    • New Email Builder
    • New Email Builder - Design Video
    • Trigger Links
    • How to use the email builders
    • Bulk Actions - Overview
    • How to send attachments in the email builder
    • SMS Templates
    • Email Campaigns vs Templates
  • Forms & Surveys
    • Survey Builder
    • Form Builder
    • Form - How to add a signture
  • Reporting
    • Attribution and Facebook Reporting
  • Scheduling
    • Phone Numbers and Settings
    • Calendar Modal
    • Integrate with Outlook Calendar
    • Rescheduling Appointments
    • Turning Off Alternate Time Zones
    • Block Specific Days Or Times On A Calendar
    • Managing Groups Calendars
  • Reputation Management
    • Review Request Overview
    • Review Widget on Funnel and Web Pages
    • Breaking Down the Reputation Overview Dashboard
    • Breaking Down the Reviews Tab
  • Contacts/Smart Lists
    • Smart Lists
    • Smart List Settings
    • Managing Contacts
    • Sending a single SMS or email out
    • Manual Actions
    • Importing / Uploading Contacts
  • Funnels & Websites
    • Funnels In Wordpress Plugin
    • Funnels vs Websites
    • Funnel Builder Overview
    • The Funnel Page Editor
    • Mobile Optimisation of Funnel Pages
    • Allocating a domain to your funnel
    • Page Editor - Individual Page Settings
    • Advanced Page Editor Walkthrough
    • Adding a domain using Cloudflare
    • Create and Add a Favicon
    • Saving Sections - Template Sections
    • Saving Sections - Global Sections
    • Creating and Editing Pop Ups
    • Adding Custom Values to Pages
    • Progress Bar
    • Split Testing Funnel Pages
    • Hide and Show elements with timers
    • Adding Products
    • Adding a Checkout to a Funnel Page
  • Memberships
    • Introduction to Memberships
    • Adjusting Membership Settings (1 of 5)
    • How to add Memberships Products (2 of 5)
    • How to create an Offer that sells one or many Products (3 of 5)
    • What does a membership journey look like for a student (4 of 5)
    • How to Manage Students (5 of 5)
    • How to Drip Membership Content to New Sign Ups
    • How to Add Media to Your Membership Area
    • How to Center Images and Videos in the Content Area
    • Searching and Organizing Membership Products
    • Magic Login Links for Memberships
  • Payments
    • How to Create an Invoice (Overview & Setup)
    • How to set up stripe payment links
    • How to connect PayPal
    • Payments and Paypal
  • Account Settings
    • Company Billing
    • What are Custom Values and how to use them
    • How to set up Email Signatures
    • How to set up your Business Info
    • My Staff
    • How to set up URL Redirects for Funnels and Websites
    • Media Library Overview (Specs & Accepted Formats)
    • Integrations Overview
    • Email Services
    • How to Integrate TikTok Lead Ads
    • Tags and Tag Settings
    • How to Set Up and Receive Voicemails
  • Sites
    • How to Create Blog Post
    • How to add a funnel page with the blog post list element
    • Blog Post Settings
    • How to edit SEO for Blog Posts
    • How to preview a Blog
    • How to Add a Website Page for Blogs
  • Advanced Setups
    • How to Fix Facebook Lead Ad/ Forms Connections
    • Uploading Missed Facebook Lead Ads/ Form Contacts
    • Solving 9 Dots Login Freeze Issue
    • Setting up a new offer in workflows
    • Verify Domain In Facebook AD Account
  • Social Planner
    • Social Planner - Overview
    • Connecting Facebook Groups (Social Planner)
    • Social Planner Supported Media
    • How to connect to your Facebook Page(s) to the social planner
    • Facebook Publishing Troubleshooting Guide
    • How to connect your Instagram business account with your Facebook account?
    • How to connect to your Facebook Group
    • How to connect to your Google My Business Location(s) to the social planner
    • Troubleshooting Google My Business Publishing in the social planner
    • How to check your Instagram profile type
    • How to add a Follow up Comment
    • How to Group Social Media Profiles
    • How to connect to your LinkedIn Profile(s) and Page(s)?
    • Troubleshooting Failed Post Errors in the Social Planner
    • How to connect to Twitter to the social planner
    • How to schedule Posts in Bulk on the Social Planner (CSV)
    • How to Create Group Hashtags within the Social Planner
  • Mobile App
    • Mobile App Introduction
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  1. Overview
  2. Forms & Surveys

Forms & Surveys

  • Survey Builder

    Here is how to use your Survey Builder 

  • Form Builder

    This video shows how to create and use forms to take people's information. 

  • Form - How to add a signture

    This video shows how to add a signature field to your forms. Any signatures will be saved to the contacts record as part of their form submission.    

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