![]() ![]() Seamlessly sync your data and automate workflows to streamline your operations. Whether you need a simple contact form or a complex multi-page survey, Feathery provides a wide range of templates and customization options to suit your specific requirements.įeathery also offers a robust integration ecosystem, allowing you to connect your forms with popular tools like CRM systems, email marketing platforms, and project management software. Collaboration and Teamwork: Feathery enables collaboration and teamwork through its features like form sharing, user permissions, and version control.Analytics and Reporting: Gain valuable insights from your form submissions with Feathery's analytics and reporting features.Responsive and Mobile-Friendly Forms: Whether accessed from desktop or mobile devices, your forms will provide a seamless and optimized experience for users, ensuring maximum accessibility.Data Security and Compliance: Advanced encryption techniques and GDPR compliance measures are in place to safeguard your data and protect your users' information.This enables you to ask relevant questions, show or hide form sections, and provide a personalized experience for each user. Advanced Form Logic: You can create dynamic forms that adapt based on user responses.Intuitive Form Builder: With a drag-and-drop interface and a wide range of design options, you can easily create visually appealing forms that align with your brand.Going forward, all new leads entered via this form will now follow these rules! You can also use Advanced Lead Flow Rules to route based on tag, price, and other variables. Use the dropdown menus to select the desired Distribution, Lender, and/or Action Plan for this source.Ĥ. ![]() In Follow Up Boss, you will now see a new source under Admin > Lead Flow.ģ. When finished, click Submit to send the lead to Follow Up Boss.Ģ. Use the Direct Link of Your Form to enter a Sample Entry using lead information not already in Follow Up Boss. Jotform offers direct copy/paste code, or direct integrations with providers like WordPress, Facebook, Squarespace, and Wix.ġ. Note: You can access your form using the provided direct link (great for internal usage), or embed the form into your website using the options provided. Next, select Publish and choose how to share your form. If you need to locate your Follow Up Boss Lead Email Address, please follow the steps in this guide: Follow Up Boss Lead Email Address.ġ4. Paste your Follow Up Boss Lead Email Address in the Recipient Emails field. To select a Form Field, click on the + Form Fields button in the upper right corner of the Email Content text box.ġ2. Match Information to each row in the email using Jotform's Form Fields. Paste the Email Parser Format into the email content text box.ġ0. In the Email Content text box, delete all email content.ĩ. Copy the blank version of your preferred Email Parser Format (Short, Full, or Advanced) from this document: Follow Up Boss Email ParserĨ. Hover over Notification 1 and then click on the Pencil Icon to edit.ħ. On the next page, click "DELETE" to confirm.Ħ. Hover over Autoresponder 1 and then click on the Trashcan Icon to delete the autoresponder. Click on Settings and then select Emails from the menu on the left.ĥ. Select your form from the list and then click on Edit Form.Ĥ. Integrating Your Form with Follow Up Bossģ. The solution is to replace the widget field with a simple drop-down, or select Yes for the "Disable multiple selection" option in the Widget Settings (which will effectively turn it into a drop-down). Only the first piece of data selected will be parsed into FUB. Not all of these widgets are compatible with FUB's email parsing format.įor example, the multiple selections widget, which creates a field in the form that allows the user to select multiple answers for one question, will not parse properly into FUB. Note: In Jotform, it's possible to add a variety of widgets to your form in addition to standard form fields. The minimum requirement is an email address or phone number field. ![]() ![]() The form can be as simple or in-depth as you like. We recommend that you start from a blank form by selecting Start From Scratch and then click Classic Form. Log in to Jotform and access the My Forms tab.ģ.
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