Edit Forms & Surveys From Funnels & Websites Builder

A business can quickly update their contact forms within their sales funnel to reflect new promotional offers without interrupting their workflow, ensuring that their customers always see the most current information.

Edit Forms & Surveys From Funnels & Websites Builder: This feature allows users to quickly edit forms and surveys directly from the funnel builder interface, enhancing efficiency and the user experience.

⭐️ Why Does It Matter To Your Business?

• Streamlined workflow: Users can now edit forms and surveys without navigating away from the funnel builder, saving time and reducing friction in the editing process.

• Immediate updates: Changes made to forms are instantly reflected in the funnel builder upon refreshing, ensuring consistency and accuracy.

• Enhanced user convenience: This feature simplifies the process of identifying and modifying forms within funnels, making it easier to manage and update form content.

⭐️ How To Edit Forms & Surveys From Funnels & Websites Builder:

1. Access the “Sites” From left navigation menu, then click on Funnels/Websites from upper navigation menu and create new or edit existing one.

   

2. Select the funnel step and click on the “Edit” button.

   

3. In builder, click on the “+” icon and add the section, rows and then Form Element.

   

4. Select the form.

   

5. Click on General and here you can see a new edit button for the form element.

   

6. Similarly, for Surveys, click on General and you can see a new edit button for surveys element in the funnel builder.

   

The Form and Survey Quick Edit Button within the CRM enhances user productivity by enabling quick and convenient edits to forms and surveys directly from the funnel builder, streamlining the form management process.