115 comments found.
1, Can I assign a particular form to particular client and that particular client can see the assign the form all leads data under the client profile?
2, Same for staff if I assign to staff then staff can see the lead data of the particular form?
So If I run a lead campaign for any then client can see how many lead is coming and report.?
Dear @affraz, thank you for your comment. Currently you can do either of this by creating a form and sharing the link with the customer/staff directly. In the coming updates that would allow their answers to show under the customer profile. Kind regards
As we run a campaign for customer business and so my main requirement is to show the lead in the client side profile so can client can see their lead of the particular form that admin assign. This is very important.
So when you coming with this update? I can wait to buy, please tell me date?
Dear affraz, what you can see is the submitted answers of the customers under their customer profile. I’m not sure I fully understand what you mean by this “client can see their lead of the particular form that admin assign”. The updates will be communicated when it is released via the item the details page. You can also track on our roadmap. kind regards
Let me clear it with example its very easy you can do it quickly. as as quickly you will do I will buy instantly and even lot other client can as this is very important and good feature.
Now Example? Let say I run a company and one Dog food selling client we got. and now this client paying us for lead wise X Package. we got the money now we starting this client campaign ads so we created one lead capture form for this client and I used this form IFrame code on lending page of the campaign.
As the client paid us so now this client is in my Perfex CRM so I have assign this Form to client so when ever form get submit then client will get notification message in the email and when client login to CRM as client then can see a tab in the client panel and when they click on Lead they can see the submission report of that form data as lead for Dog Food selling lead list and they can filter with date etc..
I hope now its clear to you?So when you updating it? tell me date. its simple you can do it quickly and I can buy instantly.
Please update soon within a week. Thanks!
Dear @affraz, thank you for your comment and explanation. Flexform can be used to collect Leads and auto populate the Leads section on Perfex, however, it seems you want to collect leads for each of your customer, this sounds like Saas rather than the default Perfex. Please kindly check the demo and see if the module fits your business needs. The coming updates will be released and communicated via the item description page. Kind regards
I purchased,,WQhen i publish it show form closed,,Where can I open the form,
Dear @luffytero, Please check the date on your “Design and Configuration”. Screenshot attached below https://prnt.sc/uBzW7h2JWjwg Please kindly set it to a future date.
As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here.
Please create a support request at here, we will be happy to assist you and give you further instructions.
Warm Regards
I have a Presale Question, Can i create multiple Questions in the same window. ?Or only one question per Screen
Dear luffytero, yes, you have both options now. You can create a Single Page Form in Flexform (All your questions on a single page like Google form) or One question per screen. You have this flexibility now in the current version. Kind regards
I have some presale questions,
Can the customer send information to Specific projects from this. Can I assign specific customers to specific forms?
Dear @luffytero, thank you for your comment. You can use it to collect any information, For projects for example, you create a form for information you would like to collect, export the customer answer and attach PDF it to your project. Currently, to assign a customer to a form, you will just need to email it to the customers directly. If you have any further questions, please kindly let me know. Kind regards
I need to send forms to existing customers. When form is completed it is tied to the customer. How can I do this? Sure I can create a form and manually email then the link, they can complete, but it is it tied to the customer? Would be nice if I could simply click customer and click send form with status to if the customer completed it or not. Do you have a tool for this?
Dear Derreckn, thank you for your comment and suggestion. This feature is feature is currently in the development phase and will be available soon. You can also track it here on our roadmap. Kind regards
Looking at the demo a feature we would need is the ability to export all of the data for a form out to excel.
Dear @johnlesliefoster, thank you for your comment. The export feature is disabled in the demo to prevent abuse. You can export the data submitted in Excel/Csv/PDF/Print format. Thanks
Hello,
I checked your module its look good. But we need Table option as well and in the table we need to add text option as well as incent image /upload file in side the table cell.
So do you have some things like this? or you planning to add like I explain then when you coming with this option?
Dear @affraz, thank you for your comment and suggestions. The module does not have this option, if you could send the details (screenshots if possible) of this suggestion here we will be happy to look into this further. Kind regards
good job
Thank you 
Is it possible to add a GPS location tag where the form was submitted?
Dear @hamidah378, thank you for your question. The submission do not capture the user meta data like IP or location. We would consider in future updates. Kind regards
I hope this message finds you well.
We’ve been using the forms module, and we’ve noticed that while leads are being created in the lead table, some critical input fields from the form are missing. Currently, the lead table does not display several form inputs, which makes it difficult for us to understand what the user intended when filling out the form.
To improve our workflow and better manage leads, we would like to request that certain form inputs be added to the lead table. This way, we can immediately view the necessary information without having to look elsewhere.
Could you please update the module to include relevant form fields in the lead table? This would greatly enhance our ability to track and follow up on leads more effectively.
Thank you for your attention to this request. Looking forward to your response
Dear @bitcodeit, thank you comment. For those extra fields that is not captured in the default Leads Form, please kindly add this extra field as a New Block and MAP to the corresponding Lead Column. If you are having any issues, please kindly contact our support for further assistance. Kind regards
Urgent idea to improve the support workflows in the CRM system
Challenge:
In daily operations with hundreds of notifications, important customer requests are often overlooked. This can lead to delays in processing and have a negative impact on customer satisfaction.
Solution:
A simple automated trigger that sends a clear, prioritized notification email to the support department upon certain events (e.g. creation or escalation of a ticket) can effectively solve this problem.
Thanks
Dear @vonova, Thank you for your suggestion! We truly value your input and appreciate you taking the time to share it with us. Kind regards
Is it possible to trigger email to form-submission user? It’s important in nowadays marketing.
Dear @sambuev, thank you for your comment. Flexform sends submission data to the Notifications Emails Added during Form setup, not to the user. We will consider your suggestion is future updates. Thanks
Yes once form has been submitted by visitor, it need to send him a sequence of simple emails: Welcome Email and Follow-Up email in 3 hours, it will keep visitor engaged and most likely to convert him to loyal customer.
Dear @sambuev, this looks more like a feature suggestion for Keep In Touch Module not a Form Builder. We will look into this further. Thank you for your suggestion. Kind regards
Hi, Can we have cloudflare captcha instead of google one?
There’s bug with iframe with one page form it gives back errors when trying to submit via iframe
Also when user submit a form he gets an email couldn’t find where to edit the email content
Dear bitcodeit,
Thank you for your comment and suggestions. If you are encountering any issues, it would be difficult to assist you via the comments section.
I would request you to please get in touch with our support team.
As the Codecanyon comments area is meant only for pre-sale and general questions, we are not able to provide detailed support here.
Please create a support request at here we will be happy to assist you and give you further instructions.
Warm Regards
Hello, good day. I noticed that they have incorporated the email notification. Would it be possible to also enable SMS notifications and allow the option to choose the type of notification, either by email or SMS?
Dear @elduquecarlos, thank you for your comment and suggestion! Flexform has both In app notification and Email notifications. The Email notification contains a PDF of submitted data for easy review. Adding SMS notifications and the option to choose the notification type is a great idea. For specific use cases or additional details, please contact us via the here so we can explore this further. Kind regards
Pre sale Question is there an option to ask multiple Questions on same Page as we have a very big support forms around 52 fields and this will create a very long multi step form we only want to have max 4 pages for this company info, basic info, tech info, and problem info screens. i did not find how to do thin in your demo so asking here. Thanks
Dear @DigifySeo, thank you for comment. The Single Page Form feature is currently in the development phase and will be available soon. You can also track it here on our roadmap. Kind regards
Apologies if I missed it, but I am not seeing where I can relate a form submission to an existing customer… For instance, I would create forms for client onboarding and creative briefs so they are already a customer, they are just completing the forms for additional information for projects/tasks. How would I relate a submission to the customer (Company level – NOT contact) record?
Dear @Hope-Teal, thank you for your comment. You currently can not relate a form submission to a customer at the moment, You can however, collect customer information using Flexform and Synchronise it to the customers Table. We have noted your request and added it to our roadmap. You can upvote and track it here as well. Kind regards
Hi, does this module support semi-saving or something like auto save? Since my form is pretty long, what would happen if user mistakenly refreshed their window?
Dear @shandysuta, thank you for your comment. Yes, Flexform have a Partial Submission feature. Kind regards
Can we convert the submissions to customers (just how the lead tab in perfex has convert to customer)?
Dear @stockala7, thank you for your comment. This feature already exists, you can automatically sync submissions to Customers in Flexform. When you are create a Form, Choose Customer Sync table when setting up a form, it will sync automatically, I have also attached a screenshot below
https://prnt.sc/5kbjLkl_ek5kKind regards
I am also in need of a form that calculate the input. For example if I ask question about personal assets and it adds all those inputs like income, savings etc… AND when you input the expenses can they be subtracted from your assets or income amount. That is what we mean by calculations. Many forms online in wordpress have this capability, it is almost standard.
Dear @zurismommy, thank you for your comment. Flexform doesn’t support this yet. Do you have a link our team can look to understand this suggested feature more? Kind regards
Yes. I created a form using fluentforms that calculates income and expenses and then allows me to add a formula and it populates the calculation. www. Bppagency.com/pfc it’s doing the math for the number fields.
Dear @zurismommy, thank you for sharing the above link. We will review the feature and we will consider adding it to our roadmap. Kind regards
Should we expect this update any time soon? Allow Notification on Form Submission Please add an email option so I can get an email notification with the form details and PDF once it’s submitted, also allow me to set which email the notification will be sent to.
Thank you
We need this to finally start your module…
Dear @bitcodeit. Thank you for your comment and suggestion. We have this on our roadmap already and you can check our roadmap. Kind regards
