Using Web Forms As Internal Forms

All web forms can be used as internal forms as well from within the admin area.

When filling out an internal form as an admin, the information used will create or update an existing contact and add them to the funnel where the form is located.

Adding a contact with an internal form.

To use a form with a specific contact, go to the contact's card and look for the form icon.

From here you can select the form you wish to use from the dropdown and fill out the form with the appropriate information.

If you want to update an existing contact with an internal form, go to the contact card, select the form you wish to use, and click Submit Form.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us