Create and manage forms
Autofill or autopopulate a form
InvestGlass forms can be automatically populated from the CRM data. Go to my Account Go to Company Go to Form Click on Action - Create a form Publish the form Link the CRM fields to KYC fields or Contact Details fields. Fields can be created from custom fields or natively existing into InvestGlass basic setup. Please read more about custom fields and value pick lists to see what kind of information could be linked to the forms. How will the form self populate? Three ways :Few readersLatex
Optimal quality PDF Latex is a software system for document preparation. Latex is used to improve the quality of the output of your PDF. If you wish to improve the quality of your PDF output we strongly suggest your to use Latex which will remove the pixels you might find in the PNG compression of your PDF. Code suggestion If you wish to use the Latex for break line or other type of input style you can do so like this hfill break hfill break hfill break noindentbegin tFew readersEmbed forms in a website/domain
Once a form is created, pages incorporated, and details specified, you have the possibility to link this form to your website so it showcases the relative questions and prints the relevant answers directly into your CRM. This function is particularly useful for creating new contacts and contact reports of any kind. IFrame In order to embed a form into a website or page, go to MFew readersNew Form
Once you selected a new form (My Account – Company – Forms – New Form), click on On-boarding. This functionality allows you to create a form, from which you have to set the following details: Title of the form. Form type (between account, contact, and relation), this option allows you to define the subject of the form. Send notifications to, allows you to choose which employee or employees receive notifications of the form. Height of the form (1000 per default) Select an image as a feFew readersPages
When adding a page, a title is needed. Once the page is created, follow "edit page". You have five potential questions that can be added to your page/form: Add question Add link Add description Add hidden field, and Add child Add Question Once you create a new question, you can do the following: Enter the question Name the column of the question Choose related KYC field/tag category Choose the HTML input type (the answer type) Select, if applicable, a parent quesFew readersAutomate follow up emails
With InvestGlass, you have the possibility to automate follow up emails once a form is submitted. Automation In order to set up the automation, follow My Account – Company – Automation. On this page, click on the top right button "New Rule". This will allow you to create new automation. Name the automation and select "Contact" as the API Name. Select "On a record action" and choose *Form SFew readersForm details
When a form is in the creation process, numerous fields appear once the first details are completed: Submitted message, you have the opportunity to add a customized message once the form is completed, The URL the form can be embedded, A title to the document created (PDF), A version number (PDF), An internal ID (PDF), The option to display the score/result of the form/survey, The option to freeze on submission, which is an important feature, allowing you to review the form while fFew readersScore and rating
Simple Score To calculate a score with forms, select the option Display Score and set it to yes. Click SAVE and reopen the form. In this form, you will now have the possibility to add a score per answer. This system works solely for dropdown and checkbox types of answers. Then you can set a score and an operator. We have 4 operators Add, Remove, Multiply, and Divide. The score will be calculated when the form is submitted. The results will also be audited in a CSV version which can beFew readersDuplicate a form
Please check you have the rights to access Form Feature. Login and go to My Account Go to Company Look for Form On the right ... option you can click on the three dots and find the clone. Clone's name will be quite similar so we suggest you change the name.Few readersLogic and hidden questions
Jump Question Logic Jump (available in core plan) lets you create an InvestGlass form that responds to contact’s answers. Respondents never have to skip irrelevant questions — because, with InvestGlass logic jump, they will never even see them. Logic jump is also a great way of segmenting your audience and making the experience as easy as possible for them. We suggest doing the following: Create your pages Create your questions Select for logic jump questions. For this select for HTML IFew readersForms and surveys
Go to My Account Go to Company Go to Form Select Form type Onboarding forms will help you to build a survey, lear nurturing forms for your website, or simply account opening forms. DM profiler means discretionary portfolio mandate forms and helps you build a robot advisor solution. To learn more we encourage you to watch this video :Few readersApply a theme to a form
InvestGlass offers multiple theme options. A theme consists of : A form name Form background image or colour An "App" background image A form size - Text description maximum size. This is very useful when you show terms of services and wish to reduce page site. Setting maximum heights will activate a vertical scroll down.Few readers