Add to People
Storing Customer Information in Forms
Within forms, you have two ways to store customer information. You can choose to add a contact to your People section once a form is filled out, creating a new contact. Alternatively, you can opt not to add a contact to your People section.
Adding Contacts to the People Section
Open the Contact Form: Click into the contact form you wish to configure.
Navigate to Connections:
Go to the Connections tab located on the top menu.
Enable Add to People:
Look for the Add to People option and enable it.
This option means, "I want to create a contact when a new form is filled out."
Form Configuration
Mandatory Fields: The first three fields on the form are mandatory and constitute the first page of the form. These fields are necessary to create a contact in your People section.
Additional Information: After completing the mandatory fields, users can fill out the rest of the form.
By following these steps, you can ensure that when someone fills out a form, they are added to your People section, keeping your contact information organized and up-to-date.
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