Forms in Elvanto are a powerful tool for collecting and utilizing information within your database. They can be accessed via a link or embedded into another website. This guide will walk you through the customization options and actions that can be triggered when a person submits a form.
Access and Embed Forms:
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Access Forms:
- Forms can be accessed directly via a link.
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Embed Forms:
- Forms can be embedded into another website for seamless data collection.
Customizing Forms:
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Automatic Profile Updates:
- Choose whether a person’s profile should be automatically updated upon form submission.
- Decide if the updates need to be approved first.
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Trigger Actions:
- Select actions to perform upon form approval, such as:
- Adding the person to a group.
- Adding the person to a step in a people flow.
- Select actions to perform upon form approval, such as:
Accepting Event Registrations:
- Forms can be used to accept event registrations, making it easy to collect extra details about attendees for events like conferences.