Forms Overview

Forms allow you to collect information to be utilized in the database. They can be accessed via a link or embedded into another website.

Customizing Your Form

  1. Update Profiles Automatically

    • Decide if you want a person’s profile to be automatically updated when they submit a form.
  2. Approval Requirement

    • Choose whether form submissions need to be approved first.
  3. Trigger Actions Upon Approval

    • Select actions to perform upon approval, such as:
      • Add to a group
      • Add to a step in a people flow

Event Registrations

  • Accept Event Registrations
    • Forms can be used to handle event registrations, which is particularly useful for events like conferences where you need to collect additional details about attendees.

By using forms effectively, you can streamline the process of collecting and managing information within your Elvanto database.