Forms Module
The Forms module is a versatile tool designed to collect customer information, create surveys and inquiry forms, organize feedback workflows, and automatically integrate incoming data into operational processes. Created forms can be shared directly via web links or embedded onto websites as iframes or widgets. Submitted form responses match CRM contact cards and trigger automated actions such as instant notifications or tickets.
1- Form Management Interface
1.a- General Forms Overview
Click Forms in the main left navigation menu to view your existing forms, access the form creation wizard, and inspect submission summaries.
2- Scope of the Forms Module
| Feature | Description | Related Section |
|---|---|---|
| Form Builder | Adding text inputs, dropdowns, file uploads, and date selectors | Create Form |
| Form Listing & Sharing | Managing active forms, tracking submission metrics, and sharing links | All Forms |
| Automations & Triggers | Automated emails, WhatsApp messages, or tickets upon submission | Form Automations |
| Website Integration | Generating embeddable script and iframe snippet codes | All Forms |
| Response Analysis | Reviewing submission records and exporting data to CSV/Excel | All Forms |
3- Subsections and Guides
-
Create Form
1.a- Step-by-step guidance on designing new custom forms using drag-and-drop elements.
1.b- Setting field types, required indicators, and input validation rules. -
All Forms
2.a- Listing, managing, and toggling the status of existing forms.
2.b- Copying shareable URLs, iframe code integration, and reviewing submission lists. -
Form Automations
3.a- Configuring triggers and automated follow-up workflows when forms are submitted.
3.b- Routing captured form data directly into CRM contacts, tasks, and notifications.
Mobile Responsive Design
All forms built within Supsis are fully responsive. Forms adapt seamlessly across smartphones, tablets, and desktop computers.