An internal form gives you the ability to submit a form on behalf of a contact while working inside of Infusionsoft. This is an excellent way to standardize the collection of information from your contacts as you and your team work through your sales process. An internal form can also be a trigger for launching automation to streamline your work flow.
Set up an Internal Form
- To configure an Internal form, go to the Marketing section of your application and click Campaign Builder.
- Click Create my own Campaign in the upper right hand corner
- Add a name to your new campaign, and click Save
- From the Goals menu on the left hand side, click and drag Internal Form Submitted goal onto the canvas.
- Name the Internal Form by double clicking the Internal Form Submitted title.
- Double click the Internal Form icon to configure the internal form. The default internal form will open in the form editor. Click Field Snippets tab to add the desired fields to the internal form. Add Field Snippets and Tags as needed for your form
- When you have finished editing, mark this form from draft to ready in the upper right hand corner. Then click Save & Exit to return to the Campaign Builder
You can configure your default internal form from the “branding center” under the “Admin” section of your application.
8. Click Publish to make this form accessible from the contact record.
- You can now access this form from the quick view of the Contact Record by typing in the form name, choosing the correct form from the drop-down, and clicking Fill Out Form.
- After you fill in the fields and click Save, the fields are added to the contact record
- Any tags applied by the Internal Form choices will also be added to the contact record and can be viewed by clicking the Tags tab.