Using the embeddable button

Editing your Form

FormVU Integration Guide for ServiceMinder

Getting your form link

Viewing form submissions

April 2025 Update Release Notes

How to delete my FormVue account

Changing your FormVue password

Using the FormVue Mobile App

Sending Personalized Links

Viewing Link Status

Getting Started

Guides for configuring FormVue integrations

Integrations

Release Notes

Guides about team management, account deletion

Account Management

Tips and guides on using all of FormVue's features

Using FormVue

<p>Forms allow you to customize the experience your prospects and customers will have and what information you collect from them so it's important to configure them to best serve your business and customers.</p><h3>Step 1. Navigate to the Forms page</h3><p>Log into <a href="https://formvue.com/app/" target="_blank" rel="noopener noreferrer">FormVue</a> and navigate to the <strong>Editor</strong>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/a966b2e4-9e2f-44a3-a6e5-2df7337189e5" alt="Editor Page"></figure><h3>Step 2: Select your form (optional)</h3><p>If you have multiple forms, select the form you want to edit from the drop down at the top of the page</p><figure class="image"><img src="https://cdn-assets.productfruits.com/67399c43-77f4-47a6-b1fb-940f9838c36a" alt="Form Selection"></figure><h3>Step 3: Edit your form</h3><p>Use the form editor to configure your form. Changes made in the form editor are saved automatically.<br>You will see your updates reflected in real time in the preview area.</p><h4><strong>Initial Screen</strong></h4><p>This is the screen your customers and prospects will see when you use your form link.</p><ul><li>Logo: upload your company logo</li><li>Name: the name of your form (<span style="color:hsl(0, 75%, 60%);">NOTE</span>: this will impact your form link)</li><li>Title: the title of your form, which will appear in bold</li><li>Description: a description of what you want your users to capture in their video submission</li></ul><p>The form name dictates the URL or link that your prospects and customers will use to submit videos, so it's important to keep it short and simple. Your company or service name is a good example.</p><p>Remember that you can have multiple forms and may want to name them accordingly. For example, if your company, Ocean General Contractors, provides Plumbing, Heating, and Electrical services, you may want a different form for each service, each with their own form name: /oceanplumbing, /oceanheating, /oceanelectrical.</p><h4><strong>Form Fields</strong></h4><p>After your prospect records their video, you can ask them to provide additional information, such as contact information, budget, email address, etc.&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/a0748347-48b3-4047-9f69-8943345d69ed" alt="Form Fields"></figure><p>Each form comes pre-configured with a few recommended fields, but you can add, delete, and edit form fields to suit your needs using the buttons next to each field.</p><figure class="table"><table><tbody><tr><td style="text-align:center;width:15%;"><img class="image_resized" style="width:25%;" src="https://cdn-assets.productfruits.com/f1dd09be-fea2-4251-9938-5e26d8601a8b" alt="Preview"></td><td>Preview the form field in the editor preview area</td></tr><tr><td style="text-align:center;width:15%;"><img class="image_resized" style="width:25%;" src="https://cdn-assets.productfruits.com/c52f15f5-c688-4822-a61e-fdd883f80ca8"></td><td>Edit the form field</td></tr><tr><td style="text-align:center;width:15%;"><img class="image_resized" style="width:25%;" src="https://cdn-assets.productfruits.com/ac996ed4-c12f-4cdb-a268-1a965921c632"></td><td>Delete the form field</td></tr></tbody></table></figure><p>Use the <strong>Add New Field +</strong> button to add new field.</p><h4><strong>Scenes</strong></h4><p>Scenes allow your customers to capture multiple in the same submission. Scenes are great when your want your customer to capture separate distinct areas.</p><h4><img src="https://cdn-assets.productfruits.com/4d848b96-0156-44c6-82b7-3ad9a5c78c1f" alt="Scenes"><strong> Success Message</strong></h4><p>The success message is displayed after the user completes the form submission. You can add a custom message here thanking them for their submission and let them know what the next steps are, such as when they should expect to hear back from you.</p><p>Once you configure the success message, click <strong>Create Your Form</strong> to complete the form creation process.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/d2691f26-eb04-45b0-a1a5-c250513bc5c9" alt="Success Message"></figure>

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