Forms & Surveys

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Forms Overview

Forms collect important information during your onboarding. Your success team uses this data to customize your implementation and ensure everything meets your needs. [SCREENSHOT: Form in customer portal with various field types] Caption: Forms collect information needed for your successful onboarding

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Finding Form Tasks

Form tasks appear throughout your portal:

1. Action Center - Forms in the current phase
2. Urgent Tasks - Overdue forms blocking progress
3. Phase Accordion - Within specific phases
4. Forms Tab - All forms in one place

Look for tasks with form/clipboard icons.

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Completing a Form

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Field Types

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Text Fields

Single-line input for short answers. Examples:

• Your name
• Job title
• Company name
• Website URL

Tips:

• Keep answers concise
• Use proper capitalization
• Don’t include extra spaces

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Text Areas

Multi-line input for longer responses. Examples:

• Project goals
• Business requirements
• Additional context
• Detailed descriptions

Tips:

• Provide thorough answers
• Use bullet points for clarity
• Include relevant details

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Dropdown Selects

Choose one option from a list. Examples:

• Industry selection
• Company size
• Time zone
• Preferred language

Tips:

• Read all options before selecting
• Choose “Other” if no option fits (if available)

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Multiple Choice

Select one or more options. Types:

• Radio buttons - Select exactly one
• Checkboxes - Select multiple

Tips:

• For checkboxes, select all that apply
• For radio buttons, choose your best answer

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Yes/No

Simple binary choice. Examples:

• “Do you have existing data to migrate?”
• “Will you need SSO integration?”
• “Is this timeline acceptable?”

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Date Pickers

Select a specific date. Examples:

• Target go-live date
• Preferred kickoff date
• Contract start date

Tips:

• Check your calendar before selecting
• Consider dependencies and lead times

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File Uploads

Some form fields allow file attachments. Examples:

• Supporting documents
• Screenshots
• Data files

See: Uploading Documents for details.

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Required vs Optional Fields

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Required Fields

Marked with an asterisk (*) or “Required” label:

• Must be completed to submit the form
• Form will show an error if left blank
• Usually the most critical information

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Optional Fields

No asterisk:

• Can be left blank if not applicable
• Include if you have the information
• Help your success team better understand your needs

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Saving Progress

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Auto-Save

Many forms auto-save as you type:

• Look for “Saved” indicator
• Safe to close and return later
• Progress preserved

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Manual Save

Some forms have a “Save Draft” button:

• Click to save without submitting
• Return later to complete
• Draft is preserved

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Form Validation

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Inline Validation

Errors appear as you complete fields:

• Red border around invalid field
• Error message below the field
• Must fix before submitting

Common Errors:

• Required field is empty
• Invalid email format
• Number outside allowed range
• Text exceeds character limit

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Submission Validation

When you click submit:

• All fields are validated
• Errors are highlighted
• Scroll up to see any missed errors
• Fix all errors and submit again

[SCREENSHOT: Form showing validation errors] Caption: Fix any validation errors before submitting

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Common Form Types

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Intake Questionnaire

Collects initial information about your needs:

• Business goals
• Current tools/processes
• Team structure
• Timeline expectations

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Configuration Request

Specifies how you want things set up:

• Feature preferences
• Workflow customization
• Integration requirements
• User permissions

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Feedback Survey

Gathers your input on the process:

• Satisfaction ratings
• Improvement suggestions
• Feature requests
• Experience feedback

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Data Collection

Gathers specific data needed:

• User lists
• Account information
• Historical data
• Reference materials

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After Submission

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Confirmation

After successful submission:

• Success message appears
• Task marked as completed
• Progress updates in timeline

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Review Process

Your submissions may be:

• Auto-accepted - Information captured, no review needed
• Reviewed by CSM - Team reviews and may follow up
• Approval required - CSM approves or requests changes

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Changes After Submission

If you need to change your answers:

1. Contact your CSM
2. Explain what needs to change
3. They can reopen the form or make adjustments

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Troubleshooting

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Tips for Better Responses

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What’s Next?