Building Forms

Version 1

    Building forms is easy! It is best practice to create your forms as local assets to your programs. When you are in Marketing Activities:


    1.) Select the program you want to create a form for, click New, and choose New Local Asset:

    Local Aeset.png
    2.) Select Form as a New Local Asset:

     

    Choose Form.png

    3.) Give your Form a Name and click CREATE:

    Name your Form.png


    4.) Add the necessary fields to the form and click FINISH:

    Add Fields.png

    5.) Click APPROVE AND CLOSE:

    Approve andd Close.png
    You're done and your form is ready for use! All local assets can be created the same way. Stay tuned to learn how to create an email performance report!