MEJ Sales AI

In this video, we explore the form builder feature within Sales AI. The form builder is designed to gather information about users registering on a website. We walk through the process of creating a form using this feature, starting with clicking on the plus button and entering a form name, such as “contact form.” Users can then activate the form and proceed to define the form fields, such as name and email, along with their respective question types and answers.

The video demonstrates how to create multiple fields using the available options and emphasizes the flexibility of the form builder in tailoring forms to specific needs. Additionally, viewers are shown how to view and manage form responses, including the ability to edit form details, delete forms, or make copies.

The form builder tutorial aims to provide a comprehensive understanding of how to utilize this feature effectively within Sales AI.

Other Tutorials

Skip to content