Streamline Your Forms and Surveys with Folder Organization

Advantages of Organizing Forms and Surveys

Before we delve into how to move your forms and surveys, let’s explore why this feature benefits your business:

• Improved Flexibility: Easily adapt as your business grows by seamlessly moving forms and surveys between folders.

• Enhanced Efficiency: Simplify your workflow by organizing forms and surveys, leading to better management and faster access.

• Intuitive Navigation: Enjoy a smoother experience in your CRM with an easy-to-use interface designed for convenience.

How to Move Forms and Surveys: A Step-by-Step Guide

Follow these instructions to make the most of this helpful feature:

1. Choose the Form or Survey
Find the form or survey you’d like to move within the CRM interface and click on it.

2. Open the Options Menu
Click on the three vertical dots to open a menu, then select the “Move to Folder” option.

3. Confirm the Move
After selecting "Move to Folder," choose your desired destination folder. Confirm the move to finalize the process.

By following these simple steps, you can easily keep your forms and surveys well-organized, leading to a more efficient CRM experience.

Practical Examples

• Marketing Campaign Reorganization: When updating your marketing efforts, you can move your lead capture forms into specific folders that reflect the new strategy, making them easy to locate and use.

• Event Survey Archival: After completing a survey for an event, you can transfer it to a folder for past events, ensuring better archival and quick access when needed.

Common Questions and Troubleshooting Tips

• Moved a Form by Mistake? Don’t worry. You can repeat the above steps to move it to the correct folder.

• Can I Move Multiple Items at Once? Currently, forms and surveys must be moved individually to ensure precise organization.

• Will This Affect Connected Campaigns? Moving forms and surveys won’t disrupt any linked campaigns or automations. Everything will continue functioning seamlessly.