Form responses are automatically added as interactions and linked to the Stakeholder. Learn how to tag and link contact groups to your form questions to get more data out of your responses.
Adding Tags
To add tags:
Click on the Tags(0) button in the bottom of your question type
Select your tag/s from the list:
To add a new tag, select + Add new tags to add a tag under a parent tag
Repeat on any question that you want to generate a tag.
Adding a Contact Group
The Contact Groups can be added from the Settings tab once you have created the form.
Navigate to the Settings tab from the Open form
Scroll down to the Contact Groups card at the bottom
Select the relevant Contact Groups
It will automatically save
Respondents to the form will be automatically added to the contact group.
Sharing Across Projects
In the settings tab of your form, you can share or delete the form across your other projects. The form and responses will appear in all projects selected, however the stakeholders will not be automatically added to the other projects.
