Edit an Engagement Form
Often, we need to make timely changes to the Engagement Form we have created.
Last updated
Often, we need to make timely changes to the Engagement Form we have created.
Last updated
The 'Engagement Form' option proves useful in such cases, allowing for timely adjustments to campaigns.
1. Go to Pipeline > Type of Pipeline. 2. Just select the Campaign that you want to edit. 3. Inside the selected campaign, in the top right-hand corner, there is an "Action" button.
Once clicked on "Action" button, four more options will appear and from there we need to click on the "Engagement Form" button.
Once clicked on "Engagement Form", a screen will appear with the already setup details and in order to customize the script form or engagement form, we need to drag and drop the particular question type to the right hand side under the Section.
After editing, click on the "Save Changes" to get the changes made in script form or engagement form saved.
Preview of Engagement Form: On the right hand side the user can see the preview as well of the engagement form that is being created in a mobile view so that it is easy to imagine how is it going to look on the mobile view.
