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Creating Categories for Forms

Forms help in capturing leads faster. When your forms are properly categorized, it speeds up the lead capturing process. Aritic PinPoint offers various category forms that you can create from within the tool directly. Two major categories are Campaign Forms and Standalone forms.
  1. Campaign Form- Campaign forms can be selected to be the source of contacts when building a campaign, where some submitted actions may not be available.
  2. Standalone Form- Standalone forms are not restrained to campaigns and can have all submitted actions configured directly within the form. To know how to build a standalone form, read our guide to building standalone forms within Aritic PinPoint.

How to Create Campaign Category Forms?

1. Go to Aritic PinPoint Dashboard >>Assets >> Forms >> Click on “Design New Form”. 

2. When you click on Design New Form, you will get the option to choose the type of work form you want to create.

3. Select any Template to create form as per your requirement.

4. Here we will build a new Category to which this campaign form will be sent or shown. Click on Create New category by clicking the drop-down arrow under the Category option. In the next dialog box, enter the following fields as shown below.

5. Here you will get a New window to create a new category. Create your own category and click on Save

6. Click on the “Save and Close” button.

(The saved category should be displayed on the list page)

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