Engage New Customers
With A Smooth
Onboarding Process
Start with a customer onboarding form to
keep a lookout for new signups
Do it Your Way
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Step 1: Edit Process Details
Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description.
Step 2: Edit Form Fields
Using Form Builder, choose your form fields and edit them.
Optional Step: Get Notified About New Customers
After finalising your form, proceed to Design Workflow. You can design and customise your customer onboarding workflow by:
- Selecting plug-ins from Add Plugins
- Connect different plug-ins to form a workflow diagram
- Double-click each plug-in to edit its details
Step 3: Publish your form
After Publish Changes in Workflow Builder, your customer onboarding form is ready to go.
You can use the Share button to:
- Disseminate the form via a public URL
- Embed the form into your website
That’s it. Really.
