Learning to Use the Form List on Vast Reach

The form list is the central hub for managing all forms on a Vast Reach account. This tutorial covers both desktop and mobile devices, focusing on how to navigate and utilize the form list effectively.

Prerequisites Before Creating a Form

Before starting this tutorial, ensure you have set-up of the following prerequisites. This is mandatory. Click the links below to learn more.

• Getting Started

• Subscription Set-Up

Navigate to The Form List

• Desktop: Click the 'Forms Icon' from the left side menu or go directly to it via this link: https://console.vastreach.com/forms.
• Mobile: Click the Forms link text in the navigation (logo at the top left).

Learning The Form List

• The form list displays statistical information about all the forms on your account.
• Understand how to read the combined statistics at the top of the page, sort forms, and access individual form details.

Learn About Aggregates

• View total statistics of all forms.
• The green aggregate indicates total response percentage.
• The yellow aggregate shows total unique visits.
• The purple aggregate displays the total number of forms.

Using The Search & Filter Bar

• Sort, filter, or search for specific forms in your list.

Understanding Your Form Details

• Each form displays statistics of contacts who responded or visited.

• Click on a form name to see its responses.
• Use the ellipsis icon (3 dot icon) to edit, share, or delete a form.

Do's and Don'ts

• Do: Remember that a phone number or email should be on each lead collecting from.
• Don't: Forget all Forms require a Form Name, Title, Description, Contact Group, and a Phone Number or Email.

Next Steps

Now familiar with the form list, start creating custom forms.

• Creating Custom Forms