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CRM form list

The list of all CRM forms is located in the CRM section - Add ons tab - CRM Forms page. Here you can see the basic information about the forms: the name, the public link, the target entity, the conversion rate.

By default, the form name consists of the selected script and the date the form was created.

We recommend that you change the default name to distinguish the forms. Read more information in the article: Difference between the form header, the form name and the page name.

Fields and buttons in the form list

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 Get link or code 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, Created on, Activated on, Activated by, and Payments fields are hidden in the list. You can add if necessary. Click on the gear icon and select the fields. Don't forget to save changes.


Actions with CRM forms

Several actions are available in the list for each CRM form: edit, copy, reset counters and delete form.

To select an action, open the Action menu next to the form name.

Also group actions are available in the list of CRM forms. They are convenient to use if you want to enable, disable, or delete several forms at once. Check the desired forms, select the action and click Apply.


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