Process customer signups with efficient
form data collection
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description.
Using Form Builder, choose your form fields and edit them.
After finalising your form, proceed to Design Workflow. You will see an existing template workflow that routes the signup for review and approval. You can change and customise the workflow with the following methods:
For instance, a common task involved in customer signups is to generate an auto-reply confirming that their form has been received. You can do this with the Notification plug-in:
After Publish Changes in Workflow Builder, your membership form is ready to go. Use the Share button to:
That’s it. Really.