Here are some examples of when you could use personalized CloudForms.
Lead Tracking With Personalized CloudForms
In the welcome email that you send to a lead, you want to have them verify the contact information that you entered for them and have them correct it if a mistake was made. You can do that be sending them a personalized CloudForm.
Verify Session Details Using Personalized CloudForms
When you schedule a session, you want to send an email to the client which contains a personalized CloudForm pre-populated with the session start date and start time. They can confirm that the session information is correct by selecting a checkbox in the CloudForm.
Verify Contact Info From Tablet or Ipad
You can have a customer verify their contact info from a tablet or ipad using a personalized CloudForm.
Automating Booking A Sales Session Using Personalized CloudForms and CloudAlerts
After a session has been completed, you want to automatically have a CloudAlert email sent to the client, two days after the session, with a link in it to a personalized CloudForm. Their information will already be pre-populated in the CloudForm, and they can schedule a sales session directly from the CloudForm.
You can do all of the above items and more using Personalized CloudForms!
- Click here for a tutorial on how to create and use Personalized CloudForms
- Click here to add CloudForms to your StudioCloud account for $10 a month