By using the New Customer Forms, you can create application forms or membership application forms. After the forms are created, the system will generate a link that is usable in eDMs, Facebook or other websites which helps you easily collect data from your customers.

After New Customer Forms has collected a customer list, you can start the marketing script which gets the system to send emails automatically to customers after they fill out the prerequisite questionnaires. It can be considered as a notification for you and your customers.

Step 1 Compose an Email or SMS that your customers are going to receive after they fill out the form.

Create a [Marketing Script] and set up the Email or SMS for notifying customers.


* Set the send time: If you want your customers to receive your message right after they fill out the form, please select [Send Now].
* Enter the subject
* Enter email content


Methods for setting up a SMS are the same as an Email.
After setting up the script, please save it as a template.


Step 2 Create a customer collector

Go to [Settings >Other [Customer Info Collection]]


* Name this customer form
* Choose the marketing script you made in Step 1
* Edit the form content, use [Input Field] to create form fields so the data that customers input can be converted into a table


Step 3 Generate link of the form

After the form is made, the system will generate a link and you can use on official websites, Facebook or eDMs.