Increased Engagement: By embedding hyperlinks in text fields, businesses can guide respondents to additional resources, increasing engagement and potentially driving more informed interactions.
Improved Customer Experience: Businesses can enrich their forms and surveys by providing direct access to privacy policies, terms of service, or other important information through hyperlinks
1. Access Sites and Form/Surveys
Navigate to "Sites" from the left navigation menu.
Click on "Form/Surveys" from the upper navigation menu.
Create new forms or edit existing ones.
2. Add Text Element
In the form/surveys builder, click on the "+" icon to add a text element by drag and drop.
3. Insert Hyperlink
Select the text where you want to add the hyperlink.
Click on the three dots (ellipsis) to open additional options.
Choose the hyperlink icon.
4. Enter URL
Enter the URL you want to link to in the provided field.
Click the "Confirm" button to add the hyperlink.
5. Save and Preview
Save your changes.
Preview the form/survey to see the added hyperlink in action.
Adding hyperlinks in forms and surveys enhances the customer experience by offering seamless access to important resources. This feature creates a more professional and engaging interaction for the business and its audience within the CRM platform. It allows businesses to easily direct users to additional information, external websites, or relevant documents, thereby improving navigation and usability. By integrating hyperlinks, businesses can effectively enhance communication and provide valuable resources to their customers, ensuring a more streamlined and informative experience.
