Objective of this article:
To provide a detailed understanding of how Smart Forms operate, emphasizing how these dynamic fields automatically adapt to the specific needs of leads.
How does it work?
In concrete terms, the functionality is based on activating smart fields in forms, then choosing the replacement field(s). These dynamic fields automatically update based on the information already available on the lead, providing a smoother and more efficient user experience.
Step 1: Activate the Smart field option
Option 1: Enable the smart field via the form
Go to your resource to edit your form (1)
In the Form tab, click on Edit to enable the "SMART" option. (2)
When activated, the color of the selected field becomes multicolored, like a rainbow.
At the bottom of the page, discover the brand new stylish field "Smart Replacement Fields ✨" (3).
Option 2: Activation of the Intelligent Field via Form Templates
Go to conversions, then to template forms.
Next, select and edit your template (1).
When activated, the color of the selected field becomes multicolored, like a rainbow (2).
At the bottom of the page, discover the brand-new stylish field "Smart Replacement Fields ✨" (3).
Step 2: Choose the replacement field
This is where you choose the field(s) that will replace the given smart field when filled in by a potential customer.
In the screenshot below, we've chosen the following replacement fields: job title, business sector and language, which will replace the first name, last name and company fields when the form is submitted a second time.
1 => So you can change the way fields are displayed.
2 => Set whether replacement fields are mandatory or not.
Good to know
It's up to you to decide the number of smart fields you want to display in your form.
Advantages of Smart Fields
Smart Field: Avoids overly long forms, thereby simplifying the process for leads.
Automatic Enrichment of Lead Information: Smart Forms enable the automatic enrichment of lead data, enhancing the quality of collected information.
Time Savings: Accelerates the information collection process, leading to significant time savings for users and leads.
Reduced Organizational Hassles/No need to create and download new forms: Simplifies management by avoiding the frequent creation of new forms, thereby reducing organizational complexities.