Training Webinar: Managing Contact Form Fields and Settings

Training Webinar: Managing Contact Form Fields and Settings

During this training, participants will learn about:

Part I - Overview of Contact Form Version Settings

    1. Contact form settings found on the Calls tab in Admin Tools
    2. definitions of Categories, Groups and Fields
    3. editing/managing contact forms
    4. Category, Group and Field settings
    5. Overall settings for contact forms

The duration of this training webinar is 28 minutes.

Part II - How to Update an Existing Contact Form Version

    1. how changes to contact forms directly impact reporting and past submitted contact forms
    2. how to update and move existing custom Categories, Groups and Fields
    3. about best practice when making changes to contact forms

The duration of this training webinar is 25 minutes.

Part III - How to Create a New Contact Form Version

    1. options to create a new contact form
    2. how to efficiently design contact forms
    3. important logic to consider if you have multiple contact forms and want to do aggregate reporting or transferring of data from one form to another
    4. how to create conditional Categories and Groups

The duration of this training webinar is 28 minutes.

Part IV - Linked Forms & Advanced Data Entry Settings

  1. Related Forms
  2. Child Forms
  3. Advanced Data Entry Setting: Set Default Values when specific fields are selected
  4. Advanced Data Entry Setting: Enable Fields when specific fields are selected
  5. Advanced Data Entry Setting: Text entry validation settings



Part V - Contact Record Sharing

  1. What is Contact Record Sharing
  2. Settings related to sharing
  3. Enable users for accessing shared Contact Records


This training webinar was recorded before the terminology of 'Calls' was changed to 'Contacts'.  Just be aware that anytime 'Calls' is mentioned, this is now shown as 'Contacts' in iCarol.  As this webinar series was structured in modules that built upon each other, and that included homework for participants, the trainer does not go into a great amount of detail on some topics.  If you would like more detail on contact form settings, please see this Knowledge Base article: Training Webinar: Manage Your Contact Forms. 


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