Video Walkthrough of How to get started with Forms & Inquiries
Creating your form
Click "Create a new form" to get started!
GIve your form a title.
You can upload your logo and toggle its display on or off, depending on your preference.
Describe your form!
Ask (up to) four questions by entering them as a label for each text box.
Your client will be able to type their reply to the questions you set!
Set a confirmation message- confirm their form is submitted, thank them, set expectations for next steps, etc.
Enter each email address you would like to receive notification that this form has a new submission (this is typically teammates, staff, internal helpers).
Click "Save"!
Sharing your form
URL: Can copy/paste to share with clients as a link, the link will redirect them to your form in a new window or tab.
Code Snippet: An embed code to share with your website manager or designer to embed the form directly onto a webpage.
Video walkthrough of converting an inquiry submission into an event
Written steps of converting an inquiry into an event submission
On the inquiries page (all inquiries tab) you can see any submissions to your form(s)!
Click the submission to view the captured responses.
From here, you can select "Convert Inquiry" to turn this submission into an event and proposal!
You can visit the newly created event by selecting "View Event" or you can now find it in your events page.
Sending emails from an inquiry
You may also send out an email to potential client from the inquiry tab without setting up an event. To do this, locate and click into the inquiry from the inquiry submissions page.
Once the inquiry page is loaded, locate and click the Send email button on the top right corner.
This will load the standard email box that's used elsewhere in Curate.
