Description
Forms are such a powerful tool for client communication! If you have a questionnaire or form on your website, social media, etc. you can create that same form within Curate and have the client contact information extracted directly into your event proposal.
This video will walk you through how to take a form submission from a client and make an event proposal from that information. All information, whether client or event related, will be transferred directly into your proposal!
Video
How-To:
Select Form from the left side
Click on bolded Customer Name to open the form submission
Select drop down arrow to choose template or blank event
Fill in Event Name
Save!
You can access the form information from either the Customer tab on the left side of the screen, or within the hamburger icon of the proposal and 'Event Properties'
Please reach out to us via the chat bubble if you need any assistance with this process.
Happy Curating!