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Introduction to SmartForm

What is SmartForm?​

SmartForm is a powerful tool for creating interactive forms integrated with SmartFlow. It allows you to collect data, engage your users, and trigger automated actions based on the responses provided.

Why use SmartForm?​

  • Flexibility: Create forms tailored to all needs (feedback, quizzes, data collection, etc.).
  • Seamless integration: Link your forms to SmartFlow workflows to automate responses.
  • Dynamism: Use conditional logic to guide users through a personalized journey.

Key Features​

1. Intuitive form creation​

  • Add dynamic fields such as:
    • Open-ended questions
    • Multiple choice (MCQ)
    • Dropdown lists
    • Numeric fields
  • Customize each field with options like:
    • Required or optional
    • Default values
    • Contextual help

2. Conditional logic​

  • Set rules to guide users to specific questions or actions based on their responses.
  • Example:
    • If "Yes" is selected, display a follow-up question.
    • If "No" is selected, end the form.

3. Integration with SmartFlow​

  • Use your forms as an entry point into a SmartFlow workflow.
  • Configure actions based on the collected responses:
    • Send email
    • API calls
    • Automatic observations

Let yourself be guided and add your actions

4. Reports and analytics​

  • Access collected data in real-time.
  • Export results in CSV format for in-depth analysis.
  • Visualize trends and key responses in a dedicated dashboard.

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Best Practices​

  • Keep your forms simple: Only add essential questions to avoid discouraging users.
  • Test before publishing: Check conditional logic and associated actions.
  • Use clear descriptions: Provide instructions for each field to guide users.

SmartForm is designed to provide you with an intuitive and powerful form creation and management experience. Explore the next sections to learn more!