Form settings & Data Buckets

Configure Form Settings

Move to ‘Settings’ tab to configure Default Forms and Data Bucket settings.

Data Buckets Settings

The Data Bucket Fields have 8 different fields under the Basic Information group. To create additional fields, use the ‘Create Custom Field’ button:

  • Provide the field label, choose field type and group type.
  • Enable the Active option to use the field.
  • Finally click on ‘Add Field’. The field will get added to the appropriate groups.

data-bukets-settings

Default Form Notification and Captcha Settings

  • Which Notification Do You Need?: Choose Success/Failure/Both to get notified in email upon sync status. If you select both, you will get notification for both success and failure sync.
  • Specify Email: Mention the email address to receive the sync status mail.
  • Enable the captcha setting to prevent spamming and abusing. Then provide the Google Recaptcha public and private key.
  • Click Save to save the settings.

default-form-notification-captcha-settings

Group Settings

You can create new Groups to add or group the Data Bucket fields. Enter the Group name in the ‘Add Group’ text area and click ‘Add Group Name’ to save as a new Group. From here you can delete the Group using the ‘Delete’ icon in Action.

group-settings

Data Bucket Migration Settings

CRM Connectors let you migrate data in data buckets to your new CRM whenever you need.

  • Do you want to migrate data bucket option is enabled once you choose ‘Data Bucket Migration Settings’.
  • Data Buckets Forms List: The forms listed here are Data Buckets forms which have records not yet synced to CRM.
  • Check the Forms you want to migrate the details to CRM.
  • Click on the ‘Sync Data to CRM’ button to sync data in data buckets to CRM in a click.

data-bucket-migration-setting

Data Buckets

After you copy the forms shortcode from form management and paste it inside the post content area of WordPress. The webforms are shown on the website front end. Once the visitor submitted their information via forms on the website, the data will be captured automatically inside the Data Bucket.

Move to the ‘Data Bucket’ tab to see details like form name, form type, and submitted forms count. You can view details of the submitted forms in two different views.

crm-connector-plus-data-buckets-section

  • Click on the eye icon in Action of one form to view the submitted users details in list view.
  • Again choosing the eye icon in ‘Action’ will show the information provided by the user when submitting the form in a detailed view.

You can create various lists to see the details of the users in filters. Select the Lists drop down and click ‘Create New List’ to create the Lists view.

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