The Forms feature allows you to convert PDF questionnaires, applications, and other insurance documents into structured online forms.
This helps standardize data collection and reduces the need for manual handling, making it easier for both staff and policyholders to complete and manage required information.
Most brokers initially use Forms for pre-renewal questionnaires. Over time, however, many expand their use to support additional workflows such as cross-sell quote requests, claims follow-ups, and surveys for lost clients.
To create a new form, navigate to Forms → Add New Folder → Add Questionnaire
You can either create a form from scratch or select one of the available templates
To use the form within your emails, ensure that all required setup steps are completed and all indicators are marked in green
Note
The Form Merge Tag represents the survey ID. This value should be copied and inserted into your email.
In most cases, it is used behind a call-to-action button (e.g., “Update Your Information”) to direct recipients to the form.
Adding Questions to the Form
Before inserting the survey ID into your email, ensure that all relevant questions have been added to the form.
After naming your form, click Edit to begin creating and managing the questions.
Within the form builder, there are three main sections: Toolbox, Design, and Advanced Question Logic.
The Toolbox tab allows you to add content elements such as images, text blocks, and various question types to your form.
The Design tab is used to customize the appearance of the form, including background and body colors, font styles for both questions and answers, and the configuration of the Submit button.
After selecting a question type and adding it to the form, you can further customize it by adjusting its settings and content.
Each question can be duplicated, marked as required, edited, or removed.
Selecting Edit also provides access to Advanced Question Logic, where you can configure conditional behavior for the question.
You can configure questions to be dependent on responses to previous questions, allowing you to control when specific questions are displayed based on user input.
Setting Question Conditions
To ensure a question is displayed and can be answered, both Visible If and Enable If conditions must be configured.
The Required If option is optional and can be used based on whether you want to make the question mandatory under certain conditions.
Important Note
Once a form has been completed by a client, its questions can no longer be edited. To make changes, you must save the form as a template and create a new version with the required updates.
After creating the new form, ensure that all emails are updated with the new survey ID. If you are using a Questionnaire Completed chip, it will also need to be updated accordingly.