Fillout Form Portals - Streamline onboarding and forms intake
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- Опубликовано: 14 июл 2024
- Fillout’s form portal is an easy way to streamline client onboarding, giving your users one centralized place to submit and update information.
In this video, we walk you through how a typically messy email/spreadsheet wrangling process gets streamlined through a form portal.
🚀 Sign up and start building for free here: ➡️ www.fillout.com/form-portal
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🐦 - Twitter: / filloutcom
🤝 - LinkedIn: / fillout
💬 - Support: support@fillout.com
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0:00 - Why form portals?
0:48 - Create a portal
1:13 - Add tasks
2:33 - Add recurring forms
3:04 - Adding users to the portal
3:57 - Exploring the end-user experience
5:34 - Admin view of users
6:04 - Outro
#forms #formsoftware #portals
It would be great to have user management function similar to the login page for Airtable integrations.
Using the internal user management, Make/Zapier action to add users would be handy.
The goal would be able to use existing user data, automate new user creation and restrict who can become a user.
Hi @ricardofahrig - thanks for the feedback. Good news - we're releasing this feature early next week! You'll be able to choose a base to connect to in Airtable and then it will sync the users in automatically
We'll also be adding a Zapier/Make integration shortly as another option (which will give you the magic login link in the response, so you can send that link without the users even needing to login).
Let me know if you have any questions
Hi @@fillout please also add SmartSuite integration!
Has this been released, @@fillout? I don't see it at present in the portal I've been demoing. Is it only visible with the appropriate Fillout tier? I'm still testing out Fillout's features to assess its suitability for my business, and the specifics of Airtable integration make all the difference.
Can we translate all?
Hello!
It's a cool feature!
But is there a way to understand in form submissions which user submitted each form? For not to ask his/her email each time in forms
Thanks @realyappy for the feedback! The user gets associated with the submission on the results page but we are working on adding a way to send that information to integrations. Will keep you posted!
@fillout What pricing tier is this feature available on?
Starter: 15$/mo
is it responsive for mobile/tablet?
Yes, the portal is responsive on mobile/tablet devices