# Engagement Form {% embed url="" %} ## What is an Engagement Form and how useful it is? *** An engagement form in NeoDove is a **customizable form** that allows users to capture **important information** from leads or customers. {% hint style="success" %} It's useful because it **streamlines** the data collection process, ensuring that all relevant details are **captured** accurately and efficiently. {% endhint %} Users can tailor the form to their **specific needs**, making it adaptable to different types of interactions or campaigns. Additionally, the engagement form helps maintain **consistency** in data collection, ensuring that users have access to **comprehensive information** for effective follow-up and communication with leads. {% hint style="success" %} The NeoDove application enables you to create a **personalized script** for your executives, aiding them in their sales activities and facilitating the hassle-free recording of **customer information**. {% endhint %} ## Steps: *** 1\. Go to **Pipeline** > **Type of Pipeline** > **Create Campaign.**
2\. Fill in the '**Basic Details Form'** for the campaign. Click on the '**Create'** button to get the campaign created.
3\. Now, two options will be available including '**Upload Leads**' and '**Engagement** **Form**'. Here, the '**Engagement Form**' can be easily **customized** depending on the requirements.
4\. A new screen will appear with the **default questions**.
5\. Then need to **delete** the questions which you doesn't require. Post that need to click on the '**Add Question**' button at the bottom of the screen to select the **type of question** you want to set.
6\. Let’s understand **every question type** in brief:- *** * **Text -** With the text function, you can include the introductory line of the call in your script. For example: The introduction of your script may include who you are and the reason for your call, establishing clarity and context for the conversation. * **Short Answer -** This section is designed for questions that require concise, one-line answers. * **Number -** This option allows you to ask questions related to numbers or numerical information. * **Long Answer -** This section is designated for questions that require answers with multiple lines or more detailed responses. For example: Customer address and details * **Date -** This section is suitable for questions where the executive might need to schedule a date for a future meeting or follow-up. * **Time -** This section is appropriate for questions where the executive may need to schedule a follow-up or a meeting with a client at a convenient time of the day. * **Multiple Choice -** Using this question type, the customer or lead is presented with options to choose from, and they can select only one option. For example: You can inquire about the client's approximate budget or the type of car they are interested in using this question type. * **Checkbox -** With this question type, the customer or lead is provided with options to choose from, and they can select more than one option. For example: In this question type, customers can choose multiple options to indicate what they are looking for when buying a car. * **Dropdown -** The dropdown serves as the substitute for the "Select one option" question type where all the options will be listed as a dropdown. * **Send message -** With this feature, you can generate pre-drafted messages for your customers/clients, and there's the flexibility to create as many templates as needed. It will allow the agents to send it across three mediums i.e., SMS, Email, and WhatsApp. * **Attach File -** The "attach file" option allows agents to upload any document or image for the leads in the system. * **Send Email -** The "send email" option empowers all agents to send emails to customers or leads using a centralized email ID.
7\. Add the **question type** for your script by clicking on '**Add Question**' option at the below of every questions being set. Automatically the **second type of question** will get added in the script below that.
8\. Next, you'll **customize** the questions for the selected question types to be included in the '**Engagement Form'** by manually editing it.
9\. Fill in the **details** for each question according to the **type** you are selecting. *** * If it is a **multiple-choice question**, fill in the options under the options heading. * Similarly, if you want to make a **question compulsory**, just push the toggle button available to the right. * The script can be **multilingual** i.e. You can add questions in any language. * Even the questions can also be **mapped** with the **Custom Contact Properties** to filter out the data as per the responses received. * You can toggle on the **Allow Other as a option** to automatically add another option in multiple choice question types as '**Other**'. * For multiple choice questions, the options can be **redirected** to different sections post selection.
10\. After completing the '**Engagement Form**', can check the '**Preview**' at the right hand side of the screen to see how the questions will appear from the **user perspective** and then click on the ‘**Save Changes**’ button present at the top right corner of the screen.
11. After clicking on the '**Save Changes**' option, all the question types selected for the engagement form will be **set** for this particular campaign.
12. Post that can go back and click on '**Upload leads**' to get the leads added in this campaign for the users or agents to call.
{% hint style="success" %} **Note:** This specific '**Engagement Form**' will be **accessible** to the Users or Agents in the User Portal when they are **engaged** in the calling process for this particular campaign. {% endhint %}