B. Click New Form
C. On the right side of your dashboard you have options to add to your Form such as:
1. First name
2. Last name
3. E-mail Address
4. Phone number
You can also in the field “Create and add a new field” design your unique form items.
Select the options you want to start creating your form Once you have selected what you want to populate in the form
select a template
Lets give your form a purpose, go to form set up and type in a Title, select your Client List and if you have Auto Emails set up, put them into a campaign.
D.The next step is to finalize your Form
First make sure that if you want to receive a notification when the client opens the email then type in your email where it says
“Notify these people that the form was opened”