Form Design You will need to provide us with a wire frame/PDF of your form. Include in the design the form flow/steps, layout, format, functionality, style guide, and any rubric you have in mind. It’s best to have this all worked out before it comes to development.Will your form be displayed on an existing web page or will a new web page need to be developed? Existing web page Develop a new web page Please provide the web page URL: Form FieldsWill you be collecting quantitative data, categorical data, or both? Quantitative Categorical Some of both Provide the name of the form field labels/questions you would like presented to usersLabelTypeNameEmailPhoneNumberDateTimeFile UploadDropdownsText boxesCheckboxesRadio ButtonsValue Required Functionality Condition Logic Please specify the logic/rule. For example, if the user selects a specific option in Field A, then display Field B to the user. Would you like a Save & Complete Later functionality added to your form? This allows users to finish their form at a later time. Users receive an email with a link that takes them back to completing their form. For this to work, you will want the name and email address fields to be presented to the user at the start of your form. Yes No Form Submission What should the text on the submission button say?After a user submits their form, will they be redirected to a different web page or should a thank you/action message appear upon submission? Redirected Thank you page with message If redirected, what is the page URL they will be redirected to? What is the message?Will users receive an automated email acknowledging their form submission? Yes No If yes, provide the content that will be in this email and if you want any of the field data included?Email Notification Do you want an email sent notifying you that a form has been submitted? Yes No If yes, provide the name of the person to be notified and their email.Name First Email What content should be in this email notification?What should the email subject line and preview line content be?Subject LinePreview LineCRM Integration Will you need any of the form data to be integrated into a CRM? Yes No If yes, what is the CRM platform?You will need to provide us access to this platform. You also may need custom coding or a pro subscription in order to have this set up correctly. Please provide the login url and access credentials here:Login URL UsernamePasswordCloud Sync If you would like the form data to be uploaded to your cloud service. Yes No Please provide the data sync details.Other Requirements Have additional requirements? Be sure to let us know so that we can set up your form successfully for you. Δ
