Forms = Great Survey Tool

Need to field a quick survey? We use Forms internally with employees to field small product research studies. Afterwards take screen grabs of the Charts views to quickly create a recap presentation. This is how we use Forms…what creative ways are you using it?

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Love this feature. It’s a refreshing, simple alternative to SurveyMonkey and a quick way to get new pulses entered into a board. We’re using Forms to capture requests for hotel reservation changes for our marquee events. Very helpful.

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We’ve just created a new one for our Sales Team to request assets from our Marketing Team. We’ve maintained a few columns that aren’t on the form so we can mark the project lead and if it’s internal or external. Adding an automation notifies the marketing team when a request is submitted. An additional automation moves the pulse from the “unassigned” group to either the internal or external groups so we can see the current workload.

Would be awesome to see how you’ve set the board up if you’d include a screenshot @Krishele :dancer:

Here’s a shot of the automations and the form. We’ve tried to limit the options for answers to keep it streamlined but still used a long text column for the last question, so they can provide any clarification.

Automations%20for%20Form Form%20View%201 Form%20View%202

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Is there any way to have the form embedded within a board without a link? Like at the top of the board it would say “submit form” but below that would have the traditional pulses. Does this make sense? It just seems a little off for us to be able to use forms if within the board we use one of the pulses has just a link in it with all other columns blank

Hi @Miltime19,

I’m not sure I understood? You want to be able to submit the form from the top of the board? Can you send me a screenshot to show me why it doesn’t work for you to use the shareable link?

We are using forms as a way to collect leads from our customer service team. Since we sell different products, the agents ask for which products the customer would be interested in and some contact info. When the new pulse is created on this board, we trigger an scenario in Integromat and this scenario classified the leads and creates a pulse in another board.

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Hey @PabloVerano,

Sounds a great use case!!
Could you open a separate topic under this category about your complete workflow for this as I’m sure others could learn a lot from your setup!

Cheers :smiling_face_with_three_hearts:

Sure thing! :slight_smile:

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I’m not saying the function doesn’t work, I’m saying that it doesn’t work for our company. As we have a board that shows all clients booked for a certain day. Having a pulse with only a link in it creates an extra step as well as causing confusion on why there is an extra pulse. It would be nice to have something (if enabled) to where it showed “submit form” at the top instead of having to create another pulse. Does this better describe what I’m saying?

I see what you’re saying—you don’t have a place to store the link to the form outside of the board itself? Could you circulate the link within the company/ask those who might need it to save it as a bookmark?

Do you have another site where you can embed the form?

That’s what we’ve done with our asset request form. Our sales staff have it saved on their bookmark bar. I think we also made a bitly link so it was easy to remember.

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You could put the link in the board’s description instead of in a dummy pulse.

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We have a board for demographic change requests and have two unique sources from when the request can come from.

The first one is thru our website and the second one is internally.

we have one board with 2 groups. the first group is PROCESSING Staff Requests and the second one is PROCESSING Member Requests.

We have ONE UNIQUE Form designed for STAFF and the second one is UNIQUE for Members.

We have the Member FORM Link in our website which will be filled by Members and COME directly to the PROCESSING Member Requests GROUP and the STAFF form is filled up by our administrative staff and when they use that form it goes to the PROCESSING Staff Requests Group.

The reason these two are different is because there are more fields to complete in the Member form than there are on the Staff form, but both come to the same board for our OPERATIONS team to work on. When the new item is created, it assigns to our Ops team to enter changes to our database.

Hope this made sense … we love forms :stuck_out_tongue:

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Unfortunately the app doesn’t support the description