CRM form list

We have redesigned the CRM forms page. It has become more convenient and informative.

Fields and buttons in the form list

The creation date is automatically added to the form name. You can still change the name in the settings. If the form is linked to Facebook, you will see the social network icon next to the name.

The Public link button works as the preview button on the site. You can open the form on your mobile device, in a new browser tab, or copy the link without going to the form page.

The Embedding options button opens a window in which you can choose the option and the place to display the form. For example, add it to a widget, copy the code for the site or the address of a public page.

Read more in the articles:

In the Active column, you can see whether the form is activated or not, as well as the activation date. If you click on it, you will see the details.

The Target entity column shows the main element that the form creates. Click on the field value to see the details.

The Conversion column shows ratio between the number of forms completed and the number of forms viewed in the last 14 days.

By default, the ID, Creation Date, Activation Date, and Who Activated fields are hidden in the list. You can add them to the list if necessary.

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