# Engagement Form

{% embed url="<https://youtu.be/KI7fZpLLi34>" %}

## 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.&#x20;

{% hint style="success" %}
It's useful because it **streamlines** the data collection process, ensuring that all relevant details are **captured** accurately and efficiently.&#x20;
{% endhint %}

Users can tailor the form to their **specific needs**, making it adaptable to different types of interactions or campaigns.&#x20;

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.**&#x20;

<figure><img src="/files/9Jv9BnoqdPgQ8UDxaNsO" alt=""><figcaption></figcaption></figure>

2\. Fill in the '**Basic Details Form'** for the campaign. Click on the '**Create'** button to get the campaign created.

<figure><img src="/files/1YnhLrup9IBw8koQJbCu" alt=""><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="/files/1P6iLDo4IfgbIyk7P1Lt" alt=""><figcaption></figcaption></figure>

4\. A new screen will appear with the **default questions**.

<figure><img src="/files/DGyyFefgjiaPfwc9VixY" alt=""><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="/files/tYErw0XUrGlxQnfNWNlY" alt=""><figcaption></figcaption></figure>

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.&#x20;
* **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.&#x20;
* **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.

<figure><img src="/files/5FjOkafOy0WFGqO5goHw" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/Ze3rZGhnkSItrim3bjfn" alt=""><figcaption></figcaption></figure>

8\. Next, you'll **customize** the questions for the selected question types to be included in the '**Engagement Form'** by manually editing it.

<figure><img src="/files/G1OqXOGMhcvztD02yT7x" alt=""><figcaption></figcaption></figure>

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**'.&#x20;
* For multiple choice questions, the options can be **redirected** to different sections post selection.

<figure><img src="/files/DASV2yiDXjd6zgyXEJqZ" alt=""><figcaption></figcaption></figure>

&#x20;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.&#x20;

<figure><img src="/files/mlN7ZtAfInTzfp9kdiBk" alt=""><figcaption></figcaption></figure>

11. After clicking on the '**Save Changes**' option, all the question types selected for the engagement form will be **set** for this particular campaign.&#x20;

<figure><img src="/files/lDyh9fHdM4wU2Z8bk8uz" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/XE8fLWxnWSv7kmelkrK1" alt=""><figcaption></figcaption></figure>

{% 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 %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.neodove.com/admin-portal/campaigns/create-campaign/customer-details-form.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.