Help and support
Introduction
Imagine having a form that not only collects data but can also be easily edited by your customers directly. That's where Artificio's editable form functionality comes in. It's a powerful tool that streamlines data verification and updates. Here's how it works:
1. Creating Editable Forms
Design Phase: Start by creating a form design.
Output Criteria: Select "Editable Form" as the output criteria.
Design Usage: Choose a "Data View" or "Data Series" to link the form to your data.
Customization: Use drag-and-drop components to build your form's layout.
2. Integrating into Emails
Email Design: Create an email using Artificio's email design tool.
Drag-and-Drop Form Component: Add the editable form component to your email.
Link Configuration: Set up the necessary attributes to link the form to your data.
3. Sending and Editing
Email Delivery: Send the email to your client from the data view by selecting a row.
Form Access: Your client clicks the link in the email, opening the editable form in a new window.
Data Modification: The client makes changes to the form fields.
Saving Updates: Upon saving, the modified data is automatically updated in Artificio's dataviews.
Benefits of Editable Forms
Efficiency: Streamline data verification and reduce manual errors.
Convenience: Allow clients to make changes directly without back-and-forth communication.
Accuracy: Ensure data integrity with real-time updates.
By utilizing Artificio's editable form functionality, you can streamline your data collection and verification processes, saving time and improving data quality