Frequently Asked Questions

How to customize the template?

Utilize the drag-and-drop interface to add, remove, or modify fields to tailor the Director Appointment Form to your appointment process. You can include text fields for personal information, dropdown menus for selecting departments or positions, and checkboxes for consent or agreement. You can also personalize the form with your organization’s branding.  Add logos and adjust the color scheme to maintain consistency with your brand identity.

How to publish the template?

Click the ‘Publish’ button in the upper right corner of the form builder. A new interface will open, and you’ll find various sharing options there. You can share the Director Appointment Form link to internal communications or embed it directly onto your organization’s website, facilitating easy access for potential candidates.

How can I collect & manage data?

Access all submissions from the form builder dashboard. Here, you can review individual applications, export data to spreadsheets for detailed analysis, or integrate with other apps like Google Sheets or applicant tracking systems to streamline your data management and evaluation processes.

How can I optimize processes?

Use automation features such as automated notifications to alert your team upon form submission, ensuring timely follow-ups. Moreover, implement follow-up workflows based on specific criteria to maintain continuous engagement with candidates. Periodically review and analyze the collected data to identify trends, preferences, and areas for improvement in your appointment procedures. You can also integrate the form with HR or management software to streamline communication and data analysis, enhancing overall efficiency and helping you make better-informed decisions regarding director appointments.

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