Forms, Surveys & QR Codes: Engage Your Audience with Velocity360

Velocity360 provides a suite of tools to help you engage with your audience. Whether you need a simple contact form, a complex multi-step survey, or a QR code for your print marketing, you can manage it all from one dashboard.

📝 Building Custom Forms

The Form Builder allows you to create drag-and-drop forms that integrate directly with your CRM contacts and automation workflows.

Create a Form: Navigate to the "Forms" tab and click "Create New Form".
Drag Fields: Drag elements like First Name, Email, Phone, or Custom Fields from the right panel onto the canvas.
Styling: Use the "Styles" tab to change button colors, border radius, and CSS to match your brand identity.
Embedding: Once saved, click "Integrate" to get the embed code for your website or a direct link to a hosted version.

Visual Walkthroughs: Managing Forms

How to Create a New Form

Cloning & Updating Forms

Form Submissions Overview

📊 Creating Surveys

Surveys offer more advanced functionality than standard forms, allowing for pagination and conditional logic.

Logic Jumps: Set up conditional logic so that different questions appear based on previous answers (e.g., if a user selects "Satisfied," skip the complaint box).
Slides vs. List: Choose to display one question at a time (Slide view) for better mobile engagement, or all at once (List view).
Scoring: Assign scores to specific answers to qualify leads automatically based on their survey responses.
Analysis: View aggregate data and individual submissions in the "Submissions" tab to analyze trends.

Visual Walkthroughs: Managing Surveys

How to Create a New Survey

📱 Generating QR Codes

Bridge the gap between offline and online marketing by generating QR codes that link directly to your forms, surveys, or landing pages.

Select Target: Choose whether the QR code should open a specific URL, a hosted form, or send an SMS.
Customize Design: You can add your logo to the center of the QR code and change the foreground/background colors to match your brand.
Download: Export your QR code as a PNG or SVG file for use on flyers, business cards, or event banners.

Visual Walkthroughs: Managing QR Codes

How to Create and Save a QR Code

🔔 Form Notifications

Stay updated in real-time by configuring notifications for your form submissions. You can set up email alerts for your team and confirmation messages for your leads.

Notification Settings: Access the "Settings" tab within your form to manage alert recipients.
Confirmation Emails: Enable "Auto-responder" to send an instant thank-you email to the person who filled out the form.
Custom Alerts: Use automation triggers to send Slack notifications or SMS alerts when a high-priority lead submits a form.

Forms, Surveys & QR Codes