Monday, April 11, 2016

New: Personalized CloudForms

StudioCloud is excited to release our new CloudForms update called Personalized CloudForms. Personalized CloudForms are forms that are associated with an already existing client or with a session/appointment/event. The personalized CloudForms will pre-populate the forms and let the customer update them to meet their needs.

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!

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