Frequently Asked Questions

How to customize the template?

Utilize the drag-and-drop interface to add, remove, or modify fields according to your specific customer profile needs. You can include text fields for basic contact information, dropdown menus for selecting preferences, and checkboxes for indicating interests. You can also personalize the Customer Profile Form with your company’s branding by incorporating logos and background images and adjusting the color scheme.

How to publish the template?

Embed the Customer Profile Form directly into your website or customer portal for easy user access. Alternatively, generate an incorporable form link to share via email newsletters, social media, or customer communication platforms, ensuring it reaches a wide audience. Printable versions are also available for those who prefer to complete forms offline. By offering various publishing options, you ensure the form is easily accessible to all customers.

How can I collect & manage data?

Our platform ensures secure and efficient data collection and management. All submissions are stored in your account, protecting sensitive customer information with robust encryption protocols. Access and manage the data in real-time through our user-friendly dashboard, providing quick insights and facilitating informed decision-making. Additionally, you can export the data for seamless integration with other apps or customer relationship management (CRM) systems, allowing for further analysis or incorporation into your existing workflows.

How can I optimize processes?

Set up automated notifications to alert your team upon form submission, ensuring timely reviews and follow-ups. Moreover, implement follow-up workflows based on specific criteria to maintain continuous customer engagement. Regularly review and analyze the collected data to identify trends, preferences, and areas for improvement in your customer service and marketing strategies.

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