We recently added the ‘Forms’ module in the community section of the platform, which allows you to create custom forms to collect information about customers and prospects. This has been one of the most requested features from our community, and we are delighted that you are now all able to take advantage of this latest innovation on the Nexudus Platform.
In this article, we will go over how you can use forms and how you can use them to the benefit of your space and your members.
First things first, let's discuss what exactly forms are…
We have added forms to the Nexudus Platform to allow you to collect information from specific customers and leverage that either in Nexudus or externally through export files.
That’s all well and good, but in practice how will you actually use forms to the benefit of your business? Well, let's imagine you want to collect some feedback from a few, select customers? Of course, you could send out a survey, but this is not always the best solution as they are designed to be sent out to large numbers of people. Forms, on the other hand, are designed to be sent to a select number of individuals, saving you the time of sifting through a large number of responses.
A perfect situation to use this feature in is with prospective customers. So, if you have a prospect who has maybe done a tour around your space or purchased a day pass, you can send them a form directly to get some feedback on their experience. This will really help you to understand how prospects experience your workspace, and this process can be undertaken on a case by case basis, allowing for a much more targeted approach to receiving feedback.
Now we all understand what forms are designed to be used for, let's move on to discuss how exactly they work…
The most important thing you need to be aware of is that you will only be able to use Forms if you are running Version 4 of the Members Portal.
If you are running Version 4, you can create Forms directly from the Nexudus Admin Panel. Simply navigate to the Community section and select Forms. You will then be asked to name and structure your forms before you start adding any specific questions.
When deciding on how to structure your form, you will be able to choose from a variety of different question types, which can be combined in various ways to best suit the information you are aiming to capture. The question types supported on Forms are:
Once your form has been built and sent out to the customers you are targetting, you can view responses in the Sent Requests tab in each specific Form. Requests marked as COMPLETED have been answered by the user.
You can view answers by clicking on a specific request. Responses to your forms can either be viewed in the Nexudus Platform for reference or can be exported to an XLS field depending on your preference,
As we mentioned at the start, Forms has been one of the most requested features from our users for a while, and we are thrilled that so many of you have already been making use of them. For more detailed instructions on how to set up and use Forms in Nexudus, read the dedicated article on our Knowledge Base.
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