View and assign forms specific to each user through a custom dashboard.
Be sure to scroll to complete each of the form fields with the form you've selected.
"Your name" and "Your email address" marked with an asterisk are required for each form submission. They verify the number of times you submit the same form and allow your company admins to notify you if the the submission has been approved or revoked.
Admins have the option to notify you and send a message if the form has been approved or denied.
Just like the rest of the Pitchly Platform, My Forms operates in real-time. All changes made by an Admin to a form will update as soon as an admin clicks save. If the option to submit forms directly to the database has been selected for a your form, then your submission will populate the database immediately after you click submit.
To learn more about the Forms Application start exploring our Knowledge Base articles use the buttons below.
My Forms will be the first thing you see when you open the Forms Application. This new view gives you access to each of the forms available to you by an admin.
To complete a form, simply click on one of the form blocks with the name of the form you need to fill out. The form will appear and include each of the fields selected and designed for you by an admin in your company.
Once you've completed the form click the submit button to send your form back to an admin to verify for approval or to populate your database directly.
Less clicks = faster fixes, the “Administer Forms” has been removed. As a Forms Admin, you can easily manage a form by jumping into form edits, share, or delete directly off of the home screen.
Click an individual menu from a Form
Choose between Edit, Share, or Delete
Choose "Edit" to visit the form designer window
Get better responses and fewer questions by giving your users more context behind the information you’re asking for, and why it’s important for them to share it with you.
Manage your form title by clicking into the text box under "TITLE".
You have the ability to add one line of text as a title.
Update the instructions by clicking into the text box under "Instructions"
Change text into a URL by highlighting the text you would like to change into a link, then clicking the link button, and then inputting the URL to the external link you would like to add.
Add a URL to the text by clicking the link button and typing in or copy and pasting the URL you would like to add.
bolding, underlining, or italicizing text
Change the color of your form
Get better responses and fewer questions by giving your users more context behind the information you’re asking for, and why it’s important for them to share it with you. Make your form instructions stand out with Italicized, Bold, or Underlined text. Share an additional form as a link within your instructions, or add an external site link for users to navigate to even more description.
Click the menu button on the form you would like to update (3 dots in the right hand corner of the form)
Select "Edit" from the menu button list
Select "Design" (the tab to the right of the "Fields" tab within the Forms App)
Staring at a bright screen all hours is a strain. We've made some changes to the Forms App to help fight that monitor fatigue!
It's now easier than ever to access all of the information to create, manage and share forms from the Forms App home screen. Allow for more submissions by adding custom company branding and instructional guidance.
Fewer clicks = faster fixes, the “Administer Forms” has been removed. As a Forms Admin, you can easily manage a form by jumping into form edits, share, or delete directly off of the home screen.
Click an individual menu from a Form
Choose between Edit, Share, or Delete
Choose "Edit" to visit the form designer window
Choose "Share" to get directed to that form's Share page. You'll be able to send the form via email or access the public URL.
Choose "Delete" to delete the form.
Sift through the mess of forms submissions by removing the responses that were sent by mistake. Click the remove button on the response you would like to delete within the Responses tab of any form.
Get better responses and fewer questions by giving your users more context behind the information you’re asking for, and why it’s important for them to share it with you. Make your form instructions stand out with Italicized, Bold, or Underlined text. Share an additional form as a link within your instructions or add an external site link for users to navigate to more instruction.
Click the menu button on the form you would like to update (3 dots in the right hand corner of the form)
Select "Edit" from the menu button list
Select "Design" (the tab to the right of the "Fields" tab within the Forms App)
Manage your form's title by clicking into the text box under "TITLE"
Update the instructions by clicking into the text box under "INSTRUCTIONS"
In the Instructions section you can now make your text Bold, Italicised, Underlined, or add an external link.
Change text into an external link by highlighting the text you would like to change into a link, clicking the link button, and then inputting the URL to the external link you would like to add.
Add a URL to the text by clicking the link button and inputting the external link you would like to add.
bolding, underlining, or italicizing text
Change the color of your form by adding a theme.
Want your form to stand out in the crowd? Share your branding when you email a form or share an external link. Update the Forms App with your name, tagline, and logo by clicking settings.
Sift through the mess of forms submissions by removing the responses that were sent by mistake. Click the remove button on the response you would like to delete within the Responses tab of any form.
