Creating and previewing forms on PocketSuite has never been easier with desktop! Log in at desktop.pocketsuite.io (preferably on Google Chrome) with your PocketSuite information. From there, you can build a form, preview it the way your client will see it, send it out, fill it out on a client's behalf, and track who has completed it.
Forms live in two places on desktop, and it helps to know which one you want:
- Settings > Forms is where you build and edit your forms.
- Home > Forms is your forms dashboard, where you send forms and track their status.
Creating a Form
- From the left menu, select Settings.
- Scroll to the Marketing Suite section and select Forms.
- You will see any forms already on your account. To build another one, select + Add a form in the top right, then choose Create a new form or Add a form from defaults.
- Create a new form opens a blank form. Add a form from defaults starts you off with one of PocketSuite's ready-made forms that you can customize it whenever you're ready.
Filling In Your Form Settings
The General section is where you name the form and decide how it behaves.
- Name (required) is the only setting you have to fill in. This is the title your client sees.
- Always require sets how often the form has to be completed. Options range from For each checkout and During the first checkout to renewal cycles such as Every 6 months or Every 2 years.
- For clients to complete controls who the form is for. Leave it checked for a client-facing form. Uncheck it if the form is for internal use, such as your own notes or assessments.
- Attach a contract pairs a contract with the form so it is signed at the same time.
- Description adds intro text or instructions at the top of the form.
Adding Questions
- Scroll to the Fields section and select Add.
- Enter your Question, then choose a Question type. The types available are Text, Integer, Single choice, Multiple choice, Checkbox, Date, Decimal number, Currency, Long text, Email, Phone number, Image, and File upload. Image and File upload accept files up to 10 MB.
- Turn on Required if the question has to be answered.
- Leave Show online checked if clients should see and answer this question. Uncheck it to keep the question for internal use only.
- Single choice and Multiple choice add an Options box. Type each choice and select Add to build your list.
- Select Save to add the question, then repeat for each question you need. Select Save at the bottom of the form when you are finished.
Editing a Form and Its Questions
- Select the ... next to any form and choose Edit form.
- Scroll to Fields to see every question in order, along with its type and whether it is online and required.
- Select a question to edit it, use the handle on the left to drag questions into a new order, or use the trash icon on the right to remove one.
- Delete form in the bottom left removes the form entirely.
Previewing Your Form
- Select the ... next to the form and choose Share form link.
- The link is copied to your clipboard. Select Open in new tab to see the form right away, or paste the link anywhere you would like to share it.
- This is exactly what your client sees when they open the form.
Pro Tip: Attach your contract to your form so the contract can use dynamic fields to pull in information from the form.
Sending a Form or Filling One Out
- Select Home in the left menu, scroll to the Dashboards section, and select Forms.
- This is your forms dashboard. Select + Send in the top right.
- Choose the Client and the Form, both of which are required.
- Send via sets how the form goes out: Text message, Text and email, or Email.
- Attach a contract adds a contract to be signed along with the form.
- Who should complete this form? is where you decide who fills it in.
Sending It to Your Client
- Choose Client. Your client is notified and gets a link to complete the form themselves.
- Select Send in the bottom right.
Filling It Out Yourself
- Choose Myself on behalf of client. A Client fields row appears with a Fill out link.
- Select Fill out, complete the questions, and select Done.
- Then select Save or Send.
Note: Select Save if you want to keep the completed form internal for now, like a progress report, without sharing it with the client. It is stored on the client’s profile and they are not notified. Select Send if you are ready to deliver the prefilled form directly to the client, who receives a read-only copy showing exactly what you filled in. Both buttons become available once you have answered at least one question.
Tracking Your Forms
- Go back to Home > Forms at any time to see where each form stands.
- The tabs across the top are Completed, Sent, Viewed, Canceled, Incomplete, Expiring, and Expired.
- Use the date filter in the top right to narrow by time period, from Today or This week all the way through Total (all), and use the search box to find a specific client or form.
Note: A form with For clients to complete unchecked will not appear in the list of links you can attach to a message, since it is set up for internal use. If a form is missing when you go to send it, check that setting first.