Edit an Engagement Form

Often, we need to make timely changes to the Engagement Form we have created.

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.

  1. Once clicked on "Action" button, four more options will appear and from there we need to click on the "Engagement Form" button.

  1. 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.

  1. After editing, click on the "Save Changes" to get the changes made in script form or engagement form saved.

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