Form User Guide

The SimplyCast Form Builder provides organizations with the capability to easily create and publish dynamic forms that can be used to collect information from contacts that is then automatically entered into the platform's built-in CRM.


With Form Builder, you are able to customize each form to gather specific information from your contacts that is relevant to your needs. From having contacts effortlessly opt in to receive further communications from your organization to being able to ask them to provide you with their preferred method of communication - Form Builder lets you do all this and more. Completed form projects receive their own unique link, which can be taken and embedded into a website or inserted into emails so that staff always have access to them.


In this comprehensive user guide, you will be walked through each and every component of the Form Builder channel to ensure you are well educated on all the available tools and features Form offers.


This guide includes:

  • How to create a form
  • How to configure all the settings of a form
  • A comprehensive report of all forms

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