V2 of Math Calculation in Forms & Surveys

V2 of Math Calculation in Forms & Surveys

November 04, 20241 min read

The Math Calculation in Forms & Surveys element allows you to offer totals to customers instantly. Since we know data doesn’t lie, we’ve improved this function to support added fields and input resulting in greater flexibility for you to perform calculations within your forms and surveys. Whether you use it for quizzes, customer qualification, or more, this improvement will be your newest ally. Let’s look into it!

⭐️What Changes Can You Expect?

  • Custom Fields: You can set up math calculation logic for Radio Select, Checkbox, Single Dropdown, and Multi Dropdown fields, with the ability to assign custom scores to each option.

    a
  • Mixed Field Support: You’re no longer limited to only numerical and monetary fields, use them alongside the newly supported field types to set up more complex calculations.

    b
  • Real-time Calculation: Scores are calculated in real-time during form or survey preview, allowing users to see how their selections impact the overall score.

    b

⭐️How To Use Custom Fields in Math Calculation?

  1. Navigate to the Form/Survey builder and add an element from the newly supported fields in the Quick Add section.

    1
  2. Click on the added element and go to the Options section where you’ll toggle on Enable Calculations.

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  3. Define your calculation logic by selecting the relevant fields and assigning scores to each option.

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  4. Add a Score element to perform calculations with these fields.

    4

We hope you enjoy using this feature to perform real-time calculations based on the contact’s selection inside your Forms and Surveys, and that it provides a smoother experience when it comes to qualifying leads.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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