Introduction
In the last video, you got a quick overview of the form builder.
In this video, we're going to dive a little deeper. I'm going to walk you through some of the information that you can collect with a form.
The idea for this training about forms isn't to cover every possible thing that form can do. Instead, the goal here is to help you understand how the tool works, and cover some of the most common scenarios. By understanding the basics of how forms work, you will be able to get creative and come up with your own unique ways of using forms in your business.
I have 2 heads-ups for you before we begin.
Heads up #1: There are a couple of technical things I will have to bring up, but do not be afraid! I'll do my best to keep everything that I explain simple, so even if you're not technically inclined, I'm sure you will still get it.
Heads up #2: If something is too technical, if it's something that you're not going to use often, or if I don't have a good way to explain it, I'm going to skip it.
Let's begin.
Standard Fields
Name
Phone
Address
Explain that it's a good practice to add a checkbox when collecting phone number.
Show how to change the headers
Show how to change the placeholder information
Custom Fields
Explain the custom fields are used to gather information that's not available on the standard fields.
For example:
- Age of student (if you run a dance studio for kids)
- T-shirt size
- Shoe size
- Do you prefer morning classes or evening classes?
Create a few different types of custom fields
- T-shirt size
- Morning classes vs evening classes
- Student's name
Let them know that there is a training on custom field that covers these more in detail.
Finishing up the form
Once you add all your fields into the form
Add a button at the bottom.
Save it
Make the standard fields
Save it
Change the "name of the form", and "form submit" settings.
Save it.
View it!
*Show them how to view the form*
Conclusion
That's it!
That's how StudioHub forms work!
In the next video, you will learn where to find the information that you gather from people who fill out your form.
See you there!
Custom fields training: https://getmorestudents.freshdesk.com/support/solutions/73000350737