All About Infinite Forms & Surveys
All About Infinite Forms & Surveys
DOJODIGI Team
Contents:
Benefits
Forms vs Surveys Feature Comparison
Creating a Form/Survey
Implementing DOJODIGI Form/Survey on a DOJODIGI Website
Integrating DOJODIGI Form/Survey on External Site
Analysis & Submissions
Form/Survey Automations
In the digital age, collecting data efficiently and effectively is crucial for any business. DOJODIGI offers robust forms and surveys that empower businesses to gather essential information, streamline processes, and enhance customer engagement. Here’s an in-depth look at the benefits of DOJODIGI’s forms and surveys and a step-by-step guide on how to use them.
Why Does My Business Need Forms and Surveys?
Efficient Data Collection: Gather essential information quickly and accurately.
Customer Insights: Understand preferences, pain points, and expectations.
Lead Generation: Capture leads directly from your website or landing pages.
Automation: Automate follow-ups, add contacts to CRM, and trigger specific actions.
Enhanced User Experience: User-friendly design leads to higher completion rates.
How DOJODIGI's Infinite Forms & Surveys Benefits Your Business:
Seamless Data Collection: DOJODIGI forms and surveys make data collection straightforward. Whether you need contact details, feedback, or registration information, these tools ensure you gather the right data efficiently.
Enhanced Customer Insights: Surveys allow you to understand customer preferences, pain points, and expectations. This invaluable insight helps tailor your offerings to better meet customer needs.
Improved Lead Generation: Capture leads directly from your website or landing pages. With DOJODIGI’s customizable forms, you can create engaging forms that encourage visitors to provide their information.
Automation Integration: Forms and surveys can be seamlessly integrated into your automated workflows. This means data collected can trigger specific actions, such as sending a follow-up email or adding a contact to your CRM.
Enhanced User Experience: DOJODIGI forms and surveys are designed to be user-friendly, ensuring a positive experience for respondents, which can lead to higher completion rates and more accurate data.
Forms vs Surveys Feature Comparison
Creating A Form/Survey
Step 1: Access the Forms and Surveys Feature
Log into your DOJODIGI account and navigate to the “sites” tab and click on forms or survey page.
Step 2: Create a New Form or Survey
Click on the “Add Form” or "Add Survey" button to start a new form or survey. Choose whether you want to create a one from scratch or use one of our many professionally designed templates for ease and convenience.
Step 3: Customize Your Form or Survey
Similar to our website and funnels editor, our forms and surveys editor/builder is a convenient drag and drop editor.
Editing elements
Click on the + button to add the form/survey fields.
To edit any element in the form or survey, simply click on it. The settings for that element will appear in a popup column on the right, allowing you to make changes without modifying the main survey column directly.
Below is a table of the survey and form elements we have
Custom HTML/CSS/JAVASCRIPT
To add in custom survey/form questions, click on the custom fields tab.
Custom Fields allow you to gather and store specific data points about your contacts that go beyond the default fields in DOJODIGI. In the forms and surveys context, they are essentially your unique survey or form questions. After adding a custom field, it will appear under the "Custom Fields" section in the form and survey builder. Read more on custom fields here.
To add a new slide/page to the survey, click on the + icon below
NOTE: Only surveys allow for multi-slides/pages
Form/Survey General Settings
Click on the settings button on the top right of the editor
You can edit the general settings of the form or survey here, including:
Styles: Add footers, custom CSS, fonts, colors, etc.
Themes: Apply templates to change the overall look and feel.
Advanced Options: Configure settings like submission messages, disqualify messages, pixel ID insertion, and survey-specific settings (e.g., one question at a time, sticky contact, disable auto-navigation, etc).
To edit the footer, click on "styles" and scroll down to the footer section
Form/Survey Notifications
Click on the bell icon on the top left to toggle your survey/form notification settings
Custom Logic & Conditioning (Forms Only)
Click on the conditions icon on the top left
Custom logic in DOJODIGI's Forms Builder allows you to create dynamic, responsive forms that adapt based on user inputs. This enhances the user experience and ensures that the right actions are taken based on specific conditions. Here are some key custom logic features and their purposes:
Custom HTML/CSS/JAVASCRIPT
Remember to save your form/survey after editing!
Sharing Your Form/Survey(links)
Click on "integrate" in the editor
For Forms^
For Surveys^
Click on "copy link" and share it with your customers/prospects!
Do note that the links will be DOJODIGI links by default.
To change this to your own domain, contact support at [email protected]
Implementing DOJODIGI Form/Survey on a DOJODIGI Website
Inserting directly into a section
In the sites tab, navigate to the websites page and select the website and website page of choice to implement the form/survey.
Drag and drop the form/survey to the location of choice
Do note that the form/survey will show up exactly how it is. Keep this in mind when designing your form/survey to match the rest of the site
Other Ways to Insert Your Form (Layout type)
In the form editor, click on "integrate"
Select your embed layout type, activation options, deactivation options and trigger type. Click on "copy embed code"
In the sites tab, navigate to the websites page and select the website and website page of choice to implement the form
Drag and drop a code to anywhere on the site
Open the code editor and paste the copied code
Implementing DOJODIGI Form/Survey on an External Website
Note the exact integration steps may vary depending on your CMS/Website builder.
Click on "integrate" in the editor
For Forms^
For Surveys^
Login to your CMS/Website builder
Navigate into the website editor
Scroll through your site settings and find a section that says "edit footer code" or "edit body code"
Or for forms/surveys that you want at a specific spot on your website, insert a custom code there and paste the copied code
Paste the code into the editor and save
Your DOJODIGI form/survey is now added to your website
NOTE: We understand not all CMS or website editors are as easy to use or as efficient as DOJODIGI. If you face troubles in successfully integrating our webchat into your website, contact support at [email protected].
Analysis & Submissions
In the forms or surveys page in the sites tab, hover over the drop down menu to access the analyse and submissions page. View data on your forms/surveys and their submission details here.
Analyze Page
Unlock valuable insights with our Analyze Page for forms and surveys. This tool helps you understand your audience's responses, track key metrics, and make data-driven decisions.
Real-Time Analytics: Access data on form and survey submissions.
Response Trends: Identify trends and patterns in responses to optimize your strategies.
Visual Reports: Access easy-to-read visual reports, including charts and graphs.
Submissions Page
Manage and review all your form and survey responses efficiently with our Submissions Page. This centralized hub allows you to view, sort, and manage submissions seamlessly.
Submission Overview: Get a comprehensive view of all form and survey submissions in one place.
Detailed Responses: View detailed individual responses for in-depth analysis.
Search and Filter: Easily search and filter submissions based on various criteria.
Export Submissions: Export your submission data for external use or detailed reporting.
Both the Analyze Page and Submissions Page are designed to enhance your experience with DOJODIGI forms and surveys, helping you to gather, manage, and act on valuable data effectively.
Form/Survey Automations
DOJODIGI's Automation & Workflows feature is a powerful one that enables businesses to streamline their workflow, increase productivity & efficiency and even generate more sales and revenue with lead nurturing & marketing automations. Forms and surveys are also a part of our automation & workflow ecosystem that enables businesses like yours to automate mundane tasks, improve workflows & generate more leads and sales.
Example usage:
I created a custom field for a form for customers to indicate their interest in specific services. If a customer selects our premium or most expensive product, I want to ensure this deal is prioritized.
Using workflow automation, I can trigger an action based on the customer's selection in the custom field. This action moves the customer's contact into a high-priority stage in my pipeline, utilizing another custom field for opportunities. Additionally, an internal notification is sent to my sales team to alert them of the high-priority lead.
This ensures:
Prompt Follow-Up: High-priority leads are flagged for immediate attention.
Streamlined Sales Processes: Automation reduces manual work and accelerates sales.
Improved Lead Management: Custom fields allow precise tracking of valuable clients.
Enhanced Team Collaboration: Instant notifications keep sales teams informed for better coordination and faster responses.
Here are a few more simple automation examples with forms & surveys.
Read more about Automation & Workflow basics here.
Let us handle all the heavy lifting!
We create custom workflows for your business whilst you sit back and enjoy the benefits! Speak to our Automation Experts here!
Contact us at [email protected] for any queries you may have. At DOJODIGI, we pride ourselves in customer support & satisfaction.
