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Do you need to collect large amounts of data from your customers? When it comes to building forms to gather this information, maybe you're restricted by limited fields and the need to write code to create them?
If this sounds familiar, then we've got you covered with our brand new feature, Journeys.
What is Journeys?
How do I create a journey?
Collect large amounts of data in the format you want.
What’s the typical use case for Journeys?
FLG users have already embraced this new feature, with it being created for: mortgage applications, loan applications, expenditure assessments, insurance quotes, and even recording details of pending house moves.
Additionally, your customers will soon be able to complete digital versions of themselves at their convenience. These can be completed in a single session or they can be revisited over time, and a full PDF can be exported and sent back to them if required.
What else can I do with Journeys?
- Integrate it with your workflows and lead actions to automate their use and embed them into your processes.
- Retrieve compliance and audit data for lead actions in Journeys from the general FLG activity stream and audit log.
- Export to PDF and print off to see details of every submission.
- Merge core information captured in a journey into variable fields within templates for emails, SMS and letters.
What’s next for Journeys?
We’ve got lots more feature ideas that we’re working on, including conditional page routing to make journeys personal to the end customer, in-page calculations, and accessing the data via webhook.
Please keep your suggestions coming via our product feedback page!