Forms can be easily configured in MasterBase® from 2 places: the FormBuilder Wizard or from the SmartView Wizard using the new Form skill.
We will explain some things that will help you:
How they work, step by step
Design
First, the design of these forms is tailored to the company's need. They can include basic questions about the name, address and email address of the person filling it out, or topics as varied as shopping preferences, lifestyle or about an experience at an event.
Rules and validations
You can set up rules to verify the answers. For example, if a phone number or email is entered, you can determine the correct format beforehand. If the format entered is not valid, the form will raise an alert for the user to correct it.
Intelligent questions
Now, when answering questions, the form can deduce related results. For example, if the date of birth is entered, the form can show the user how old he/she is and if, for example, he/she is a minor, ask questions about his/her legal guardians.
Information flow
Forms can also do amazing things, such as display products according to a recent shopping experience. Imagine a user who just bought a FIFA console game. That information is known to the form and can show them more products related to the theme and type of game purchased. You can even create a process that sends him an email with a specific discount.
Data organization
Finally, all responses received through the form are stored in a database. This is like a big file where the company can see all the information from its customers and make strategic decisions.
Let's review some of the benefits of using smart forms with MasterBase® wizards.
User experience
They are easy to use and adaptable, which makes for a great user experience.
Accurate data
Thanks to the rules and checks, the data collected is accurate and correct. This helps companies make well-informed decisions for their business.
Time savings
Smart forms can also save time. When automated information flows are triggered, companies can get results quickly.
Personalized service
The information provided by customers is used to get to know them better. Thus, companies can personalize their messages and offers to suit them.
Special reports
In addition, all responses are stored in a special place, and by analyzing this data it is possible, for example, to identify trends if necessary.
Now, let's imagine that a customer buys online. The website displays a form and asks him to share some data. Upon answering, the form knows if that customer has shopped before. If so, it asks him questions about his preferences. Then, the form triggers a flow of information that automatically sends him a thank you email and a discount for future purchases.
This type of form is simply fundamental for customer management, and, like these examples, different forms can be created with different logics for each category and for each need, which undoubtedly improves the relationship between the company and its customers.
We invite you to explore the possibilities for configuring your forms, either from the Wizard FormBuilder or using the Wizard Form skill for SmartView.
