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Release notes
Forms and surveys with sections, images and member prefill
Group questions into sections you can reorder, open each form with a formatted description and header image, and let signed-in members skip retyping what you already know about them.
Intake forms and surveys now work the way an association actually builds them: set the form up first, then build it section by section.
- A description with full formatting and images, plus a logo or header image for each form.
- Sections, like Participant information or State for CE. Move a section up or down and its questions come with it, and move any question into another section.
- Required questions are checked before the form will submit, and the person sees exactly which ones they missed.
- Questions can fill in from the member's record: name, email, phone, organization, address, license number and NPN. Responses from members are linked to their record.
- Choose which staff get each response by email, set the confirmation message or send people to your own thank-you page, and export responses to CSV.
- Duplicate a form when the next class needs the same questions under a new header.