How to Create an Activity-Based Form for Customer Engagement

In this video, we'll learn how to create an activity-based form for customer engagement. Follow these steps to get started:

Step 1: Access the Form Creation Settings

• Go to Settings

• Select Forms

• Click on Create Form

• Choose Activity-Based Form

Step 2: Understanding Activity-Based Forms

An activity-based form is triggered when certain criteria are met, such as a customer signing up for the first time or purchasing a specific membership or course. Note that customers need to have a profile created on Bootkey for these forms.

Step 3: Naming the Form

First, name your form. For example, if you are creating a health questionnaire that will be triggered when customers sign up for a course, name it accordingly.

Step 4: Adding Basic Details

Collect basic information from the customer, such as:

• First Name

• Last Name

• Email Address

Step 5: Adding Questionnaire Questions

Include questions you want answered in the questionnaire. For example:

• Ask if customers are currently experiencing any health conditions using a multi-checkbox or multiple line text.

• List health conditions like high blood pressure, heart condition, diabetes, asthma, chronic back pain, etc.

• Ask about the types of physical activities they usually participate in.

• Provide a free text field for additional information.

Step 6: Saving and Automating the Form

Once the form is created, save it. You can then automate the form by setting various criteria:

• Define the locations where the form applies (current location, all locations in the region, or all regions).

• Select when the form needs to be sent (on sign up, on first purchase, on purchase of a specific membership or course).

Step 7: Customizing the Email Template

Decide how the form will be sent (currently by email). Customize the email template:

• Set the email subject (e.g., "Fill in our form").

• Type an engaging email body.

Step 8: Setting Up Reminders

Define criteria for reminders to ensure customers fill out the form. Set up automation to remind customers every 2, 3, or 4 days until they complete the form. Save the settings.

Step 9: Previewing and Editing the Form

Preview the form to see what it looks like and make any necessary changes.

Step 10: Viewing Responses

Once responses start coming in, you can view them in two places:

• Download responses from the form settings.

• Check individual customer profiles under the document section to see all their form responses.

And that's it! You've successfully created and automated an activity-based form for customer engagement.