Form design
Get a form built around your campaign’s objective, so you only ask for what you need and collect cleaner data.
Describe what you want to collect, and the agent proposes the fields, mapped to your existing CRM variables wherever one fits. It reuses your field library and Master Forms first, never proposes sensitive data fields, and nothing is added to your campaign until you accept it.
How it works
- Starts from what you have: it reads your campaign, CRM variables, Master Forms and field library before proposing anything.
- Explains every field: each field comes with a one-line reason tied to your campaign’s objective.
- Maps fields correctly: it only uses CRM variables that exist, never maps two fields to the same one, and flags any field it can’t map.
- Handles pre-filled data: it sets how pre-filled fields behave and can skip the form when everything required is already filled in.
- Asks before acting: you review the proposal and accept all fields or only some, before anything is written.