Overview
FunJoin's Smart Forms feature makes collecting information, receiving files, and obtaining Virtual Signatures easy. You can create an unlimited number of totally customized Smart Forms for your Customers to complete.
Your Customers will complete their Smart Forms in the Customer Hub. FunJoin's Smart Forms feature provides a clean, intuitive user interface. Questions are presented individually, and you can provide detailed instructions on how to answer. Smart Forms can be answered quickly and smoothly (even on a mobile device).
🔎 Getting to Know: Questions Types
Short Text
Customers enter concise text-based responses.
Long Text
Customers enter longer, more detailed text-based responses.
Dropdown
Customers select only one answer from a predefined list of answers.
Multiple Choice
Customers select one or more answers from a predefined list of answers. Customers can also have the option to add an "Other" answer.
File Upload
Customers can upload files like documents, images, videos, and more.
Virtual Signature
Customer will be required to type out their name to act as their signature.
🔎 Getting to Know: Question Settings
Required
If checked, the question is Required. Required Questions cannot be skipped and must be answered.
Answer is Editable by Customer
If checked, the Customer can change their answer after the Smart Form is submitted.
Hide on Employee Mobile App
If checked, the answer will not be displayed in the Employee Mobile App.
Question Expires
If checked, the answer will expire after a set amount of days after the Smart Form is submitted. If a Participant Schedules another Session or Program that requires this Smart Form and their answer is expired, the Participant will need to resubmit the Smart Form with a new answer for that question. Until it expires, they can Schedule without any restrictions.
Multiple Selection (Only for Multiple Choice)
If checked, Customer can select more than one answer from the options.
Other Option (Only for Multiple Choice)
If checked, "Other" is added to the predefined list of answers. If selected, the Customer can add a short, custom answer.
💡 Question Examples
Short Text
Long Text
Dropdown
Multiple Choice
File Upload
Virtual Signature
Step-by-Step Instructions
Create a Smart Form
Steps:
Click "Settings" in Top Navigation
Click "Smart Forms" Tab in Side Navigation
Click the “+ Template” Button to open Create Smart Form Template Page
Insert Smart Form Name in Template Name Text Field
Optional: Make Smart Form Required
Optional: Enable Smart Form Review
Add Questions (Repeat as Needed)
Click “Add Question" Button
Select Question Type in Type Dropdown
Insert Question in Question Text Field
Insert Description in Description Text Field
Adjust Question Settings by clicking Settings Checkboxes
If Needed: Multiple Choice and Dropdown Only
Insert Answer Option in Options Text Field
Click “+ New Option” Button and repeat above step
Optional: Add Virtual Signature
Click “Save" Button (Upper-Right Corner)