What are form properties? How to create form properties?

TABLE OF CONTENTS

• What are form properties?
• How to create a form property
• How to edit a form property
• How to delete a form property
• Default form properties

NOTE: This feature is available only to users on the 'Advanced' subscription plan.

Pre-requisite: You must have created an organization in Leadmonk to make use of Inbound Router features.

Below diagram shows the relationship between inbound router and other objects.

What are form properties?

Form properties are the data that you collect from users when they submit a form. They can be used to identify users, track their progress, or store their preferences.

Each form property has a unique name and ID. The name is the label that will be displayed to users, and the ID is a unique identifier for the property.

The answer type of a form property specifies the type of data that it can store. The available options are:

• Text: This can be a short text field or a long text field.
• Radio buttons: This allows users to select only one option from a list of values.
• Checkboxes: This allows users to select multiple options from a list of values.
• Drop down: This is similar to a listbox, but only one option can be selected.
• Phone number: This is a field for entering a phone number.
• Email: This is a field for entering an email address.

How to create a form property

1. Go to Router > Form Properties page in Leadmonk app.

2. Click the + Create new button to create a new property.

3. In the popup, enter the following details:

• Label: This is the name of the property that will be displayed to users.
• Property ID: This is a unique identifier for the property.
• Answer type: This specifies the type of data that the property can store. The available options are:
  • Text: This can be a short text field or a long text field.
  • Radio buttons: This allows users to select only one option from a list of values.
  • Checkboxes: This allows users to select multiple options from a list of values.
  • Drop down: This is similar to a listbox, but only one option can be selected.
  • Phone number: This is a field for entering a phone number.
  • Email: This is a field for entering an email address.

4. Click the Save button to create the property.

How to edit a form property

1. Click on the name of the property that you want to edit.
2. Make the necessary changes to the property details.
3. Click the Save button to save the changes.

Note: Before editing a property, be aware of all the forms in which it is used. This is because any changes you make to the property will be reflected immediately in all those forms.

How to delete a form property

1. Click on the name of the property that you want to delete.
2. Click the Delete button.
3. Click the Yes button to confirm the deletion.

Note: Form property can be deleted if its not used in any form.

Default form properties

Leadmonk provides the following default form properties in every user account:

• First name
• Last name
• Your email
• Your name
• Phone number

These properties cannot be edited or deleted.

Other helpful pages

• What are form properties? How to create form properties?
  
• How to create forms?
• What is a meeting template? How to create a meeting template?
• How to filter form submissions with disposable or free email domains
• What is Inbound Router? How to create an Inbound Router?
• How to view inbound router submissions?
• Troubleshooting Inbound Router Form Submissions
• How to route leads based on ownership - HubSpot
• HubSpot + Leadmonk
• Salesforce + Leadmonk
• Distribution List - Weighted Round Robin and Equal Distribution
• Round Robin - Optimization for availability