Forms Settings
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Forms settings is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Accessing Your Forms Settings

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Navigate to the Apps Tab:

At the top of the page, select the 'Apps' tab.

3. Select Forms:

From the column on the left, select 'Forms'.

Managing Forms Settings

The Forms settings allow you to manage your default reminders for invitations, email notifications, and organization of your forms through tags and categories.

Setting Up Form Invitation Reminders

The first feature in your Forms app settings is setting up default reminders for invitations. This determines the frequency at which reminders are sent to users to complete a form submission that's been sent to them.

1. Modify Reminder Period:

Click 'Edit' to access the reminder settings.

2. Set Reminder Frequency:

Two fields will appear. The first field determines how often a reminder is sent. For instance, entering '2' means a reminder will be sent every two days.

3. Set Maximum Number of Days:

The second field sets the maximum number of days for reminders. For example, entering '30' implies reminders will be sent every two days over a thirty-day period.

4. Save Settings:

After setting your desired time frame, click 'Save' on the right.

Email Notifications for Form Submissions

This setting determines if you receive an email notification each time a new form submission is made. You can toggle this setting On or Off according to your preferences.

Managing Tags and Categories

Tags and categories enable better organization of your forms within the Forms application. Here's how to manage them:

1. Adding Tags or Categories:

Click the '+' icon to the right of Tags or Categories. Enter your desired name, then click 'Create'.

2. Managing Existing Tags or Categories:

Click on the red arrow icon to the right to display a list of all your tags or categories. The 'Name' column lists each existing tag or category. The 'Count' column shows the number of forms currently using that tag or category.

3. Editing Tags or Categories:

To change the name of a tag or category, click on the red pencil icon on the right.

4. Deleting Tags or Categories:

To remove a tag or category, click on the red trash can icon.

Note: Ensure that the tags or categories you wish to delete are not needed, as this action cannot be undone.

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