Mastering Form Creation with Emitrr: A Step-by-Step Guide

In today's digital era, streamlined communication and efficient data collection are essential for every organization. Emitrr's Form feature empowers you to effortlessly create and deploy custom forms, enabling seamless interaction and information gathering from your contacts. Whether you're collecting patient details, scheduling appointments, or conducting surveys, here’s how you can leverage Emitrr's Form feature to enhance your workflow.

Understanding Emitrr's Form Feature

Emitrr's Form feature is designed to simplify the process of creating and managing forms for various purposes. From basic information requests to complex data collection needs, here's a comprehensive guide on how to build and deploy forms effectively.

1. Accessing Forms in Emitrr

To begin, navigate to the Forms section located in the left-hand panel of your Emitrr dashboard. Here, you'll find options for managing both individual forms and form bundles.

2. Creating a New Form

Step 1: Starting a New Form

Click on "New Form" within the Forms and Bundles tab. Choose whether to start from scratch or select from existing templates provided by Emitrr.

Step 2: Building Your Form

If starting from scratch, you'll enter the Form Builder interface.

Begin by adding elements such as text fields, dropdowns, checkboxes, and more from the options provided on the left-hand side. Customize each element by dragging and dropping, then editing labels and instructions to suit your specific needs.

3. Adding Elements and Customization

Basic Elements: Include fields like Full Name, Email Address, Phone Number, and Date of Birth using simple drag-and-drop functionality. Advanced Elements: Enhance your form by incorporating headings, paragraphs, single-choice questions, multiple-choice questions, and text areas to capture detailed responses.

4. Form Templates for Quick Setup

Utilize pre-designed templates for common use cases such as patient intake, appointment scheduling, or customer surveys. Customize templates by adding or removing fields as per your requirements, ensuring flexibility and efficiency.

5. Form Bundles for Comprehensive Data Collection

Create bundles by combining multiple forms into a cohesive package. Use bundles to streamline processes where multiple forms need to be completed by the same contact, such as onboarding processes or comprehensive assessments.

6. Sharing and Deployment

Once your form or bundle is created, navigate to the Send button to initiate sharing. Select the specific form or bundle you wish to send from the dropdown menu. Copy the generated link to share via email, text message, or any other preferred communication channel with your contacts.

7. Preview and Testing

Before deployment, utilize Emitrr’s preview feature to see how your form will appear to recipients. Test the form link to ensure all elements and functionalities are working as intended before mass distribution.

8. Real-Time Interaction and Feedback

As contacts complete and submit forms, view and manage responses in real-time through Emitrr’s intuitive interface.

Track form completion status and manage data securely within your Emitrr account.

Some new enhancements to our Form feature, designed to streamline your workflow and enhance user experience. Let's explore these enhancements in detail:

1. Search Option under Form Requests Now, navigating through Form Requests is easier than ever. Users can quickly search for a patient's name within the Form Requests tab to check the status of their request—whether it's marked as New or Completed. This feature enhances efficiency in managing form submissions and tracking patient interactions seamlessly.

2. Upload File and Signature Elements In response to user feedback, we've introduced two new elements to our form-building capabilities:

  • Freestyle Signature: Patients can now provide their signature directly on the form using a freestyle drawing tool, enhancing authenticity and compliance with legal requirements.

  • File Upload: Enable patients to upload files directly from their devices, allowing for the seamless submission of documents or additional information required for their request. This addition expands the versatility of forms for diverse use cases.

3. Form Request Option Integration To streamline the process of sharing forms with patients, we've integrated the Form Request option across various functionalities:

  • Direct Access from Conversations: Users can now initiate form requests directly from ongoing conversations with patients. Simply navigate to More > Form Request to seamlessly send or request forms during active engagements.

  • Incorporation into Templates and Auto Replies: Enhance workflow automation by embedding Form Request options into Templates, Auto Replies, and other automated responses. This integration ensures consistent and efficient communication across all patient interactions.

4. Forms Data Integration in Patient Profiles Understanding patient engagement and form completion status is crucial for effective healthcare management. Now, under the patient profile, alongside custom properties, users can view comprehensive data on:

  • Number of Forms Shared: Track the total number of forms shared with each patient over time.

  • Form Status: Monitor the status of each form, whether it's pending, completed, or requires further action. This integration provides a holistic view of patient interactions and ensures proactive patient management.

Implementing These Enhancements To leverage these enhancements effectively:

  • Explore Form Options: Navigate to the Forms section in Emitrr to access these new features.

  • Customize Forms: Utilize the new elements such as signature and file upload to tailor forms to specific requirements.

  • Streamline Workflow: Integrate Form Requests into your templates and automated responses for enhanced efficiency in patient communication.

Conclusion

Emitrr’s Form feature empowers organizations to streamline data collection and enhance communication efficiency across various workflows. Whether for healthcare, customer service, or internal operations, creating and deploying forms with Emitrr ensures seamless interaction and reliable information gathering.

Explore Emitrr's Form feature today to elevate your communication strategies and streamline your data collection processes effortlessly.

Here are a few video tutorials on forms which can help you understand the feature better
A brief on Forms feature in Emitrr 
How to Build a Form on Emitrr?

If you have any questions or need assistance, feel free to reach out to our support team, text/call us at +12109414696 or write to us at [email protected].  We're here to help!