Require Login/Sign up to Forms

Require users to register for CoachIQ as the first step of CoachIQ

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

1. Open the Contact Form: Click into the contact form you wish to configure.

2. Navigate to Connections:

   • Go to the Connections tab located on the top menu.

3. 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.