When to use one
Use a custom form when you need more than a rate back: shipping address, content ideas, availability dates, a file upload.
Steps to build one
- Go to Custom Forms, then New Form.
- Name the form.
- Click Add question and choose a type: short answer, long answer, number, email, URL, date, single choice, multiple choice, dropdown, multi-select, or file upload.
- Mark a question Required if the creator must answer it.
- Drag questions to reorder them.
- Click Save.
Attaching it to a deal
Forms attach to an Outreach Setup (some screens call it a Role), not directly to a campaign. Open the setup's settings and choose the form from the dropdown.
Editing a form already in use
Editing saves a new version. Responses already submitted keep the version they answered.