CLIENT FORM COMMUNICATIONS
Aida Form
Aida Form is an essential tool in our client communication for onboarding and existing client orders.
Creating forms and links
This section will show how to use Aida Form features for clients.
Form URL's with Parameters Pt.1 - Understanding URL Structure
Before testing any URL link with parameters ensure 'Pre-Population' is turned on.
- For pre-population, enable the "Allow Pre-population" trait in Builder -> Set Up -> Traits
Finding Field IDs and joining them.
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Form links are 'zero error'
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Parameter restrictions
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Form URL's with Parameters Pt.2 - Creating links
A pre-filled order form ensures all information is correct ready for client authorisation. The client would not know off hand the correct values to add to the form, so we prepare it for quick and easy authorisation.
- We will use the Retainer Order Form in this example, but the methods applies to all Aida Forms.
Part A) Ensure we have the information
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Part B) Build the form
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Part C) Checking and testing
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Part D) Sending the 'client friendly link'
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Let's talk
Choose the appropriate option below to chat or book work.
New clients can book a free discovery session, retainers can book a free catchup.
