Setting up forms

Forms in Partnerplace are designed to collect information from leads or partners. These forms can be customized with a variety of questions and fields to capture the necessary data.

Steps to create and manage Forms

1. Navigate to Lead Forms:
   • In the Admin Panel, click on "Lead Forms" to start creating or managing your forms.
2. Create a new Form:
   • Click on "Create Form" to build a new form from scratch.
   • Select the "Partner Type" to associate the form with specific partner categories. The categories can be edited, read how to do it here (link)
   • Optionally, set the form as the default for the selected partner type.

3. Form customization:
   • Enter a name for the form in the "Form Name" field.
   • Add questions by typing them into the designated fields.
   • Specify the type of response needed (e.g., long answer, numeric value).
   • Include descriptions for internal reference, noting that they will not be visible to the end-user.
4. Add and edit fields:
   • Use "Add Field" to include additional questions.

   • Choose from system fields like short answer, long answer, numeric value, and others.

     

   • Edit or delete fields as necessary to ensure the form meets your information-gathering needs.
5. Save or discard changes:
   • Click "Save Form" to preserve your new form and add it to the list of available forms.
   • If you need to discard your changes, select "Cancel & Discard".

Form Headers for public sharing

If you enable form sharing option , you will be able to add a header, that appears only when leads are added from public forms. This field supports rich text formatting including bold, italic, underline, headers (H1-H6), and various text alignment options. It also supports a graphical banner, ideally in a wide format (3:1 ration).

Form Descriptions

Unlike the form header, the form description displays for all users regardless of how they access the form. This field also supports rich text formatting and should contain more detailed information about the form's purpose, what information will be collected, and how the data will be used.

The description should provide clear sign-posting to guide users through the form completion process. Best practices suggest keeping descriptions concise while ensuring users understand what's expected of them before they begin filling out the form.

Basic form options

Form Names

The form name is an internal identifier used for form management within Partnerplace. This name appears in your form lists and administration panels but is not typically visible to end users filling out the form. Choose descriptive names that help you quickly identify the form's purpose, such as "Standard Partner Lead Collection" or "CHAMP Q1 2026 Campaign."

Locked form edits

Partnerplace implements a form locking system to maintain data integrity once a form has been used to collect lead information. When a form is actively used for lead collection, it becomes locked and displays the message "This form is currently being used and cannot be edited.

This locking mechanism prevents modifications to forms that have already collected data, ensuring that existing lead records remain consistent and valid. Once a form has been used at least once to add a lead, the "Edit Form" button becomes inactive, and any attempt to modify the form triggers the locked status message.

Duplicate form option

When you need to make changes to a locked form, Partnerplace provides a "Duplicate Form" button that creates an exact copy of the existing form. This duplication feature serves as a form versioning strategy, allowing you to evolve your lead collection process without compromising historical data.

The duplicate form inherits all properties from the original, including the form name, header, description, questions, validation rules, and authentication settings. However, the duplicated form is completely independent and not yet attached to any buttons or lead collection workflows.

Lead Sharing Toggle

A toggle option labeled "Use for leads shared by you" at the top of the form management interface controls whether the form is actively used in lead sharing workflows. When enabled, this toggle may contribute to the form's locked status, as it indicates the form is currently deployed for lead collection purposes and accessible in "Add Lead" button for selected partner types.

Partner Type Assignment

Partnerplace allows you to assign lead forms to specific partner types, ensuring that the appropriate form structure and fields are presented based on the type of partner submitting lead information. This assignment mechanism enables you to tailor the lead collection process to different partner categories, such as resellers, distributors, referral partners, or system integrators.

Troubleshooting Common Issues

• Form Not Saving:
  • Confirm all required fields are filled out.
  • Check for network or browser issues that may interrupt the save process.
• Field Types Not Applicable:
  • Make sure the chosen field type is suitable for the question you're asking.
• Form Edits Not Reflecting:
  • Refresh the page to ensure that your latest changes are displayed.
  • If issues persist, verify your admin privileges and contact support.

Conclusion

Forms are a vital part of capturing lead and partner data within Partnerplace. By carefully setting up and managing these forms, you can streamline the data collection process, ensuring that you have all the necessary information to manage your partnerships effectively. Regular review and updates to the forms will help in maintaining the accuracy and relevancy of the data collected.