1. Overview
The video demonstrates how to:
Create a form.
Add custom fields.
Implement conditional logic within the form.
2. Creating a Form
Navigate to the Forms Section:
Go to your account dashboard.
Click on Marketing, then select Forms.
Create a New Form:
Click the Add Form button.
Choose the option to start from scratch.
A default form with basic fields will populate.
3. Adding a Custom Field
Access Form Elements:
Click on the Add Form Element button (plus sign in the top-left corner).
Select Custom Fields.
Create a New Field:
Example: Add a field for "New Patient" or "Existing Patient."
Choose the Dropdown option.
Set the field name as "Patient Type" (or similar).
Define the options:
Option 1: New Patient.
Option 2: Existing Patient.
Assign Object and Group:
Set both the Object and Group to Contact.
Save the Field:
Click Save to finalize the custom field.
Add Field to the Form:
Drag the newly created custom field from the Custom Fields section to the form layout.
Reposition it as needed (e.g., drag it to the top).
Make the Field Required:
Click on the field and check the Required box in the menu on the right.
4. Adding Conditional Logic
Enable Conditional Logic:
Title the form (e.g., "Patient Form").
In the form editor, click Add Conditional Logic.
Set Conditions:
Define conditions for the custom field:
If Condition: Patient Type = "New Patient."
Action: Redirect to a specific URL (e.g., aestheticsCRM.com).
Save the Condition.
Add another condition:
If Condition: Patient Type = "Existing Patient."
Action: Redirect to a different URL (e.g., aestheticsCRM.com/demo).
Save the Condition.
Result:
New patients will be redirected to a consultation booking URL.
Existing patients will be redirected to a treatment booking URL.
5. Adding More Conditional Logic (Optional)
Include Another Field:
Example: Add a Treatment of Interest field.
Drag this field into the form layout.
Create Combined Conditions:
Define multiple conditions, such as:
Condition 1: If Patient Type = "New Patient" AND Treatment of Interest = "Botox," redirect to a specific URL.
Condition 2: If Patient Type = "New Patient" AND Treatment of Interest = "Body Sculpting," redirect to a different URL.
Save each condition as you set them.
6. Finalizing the Form
Review all fields and conditional logic rules.
Save the form.
Test the form to ensure the conditional logic works as intended.
By following these steps, you can successfully create a form with custom fields and implement tailored conditional logic to guide users to different outcomes based on their responses.
