Introducing Revamped Builder Layout for Forms, Surveys, and Quizzes
Are you ready to take your form, survey, and quiz creation to a whole new level? Bosseo CRM’s revamped builder interface makes it possible. Our restructured builder layout is here to redefine your experience, offering a cleaner, faster, and more intuitive process. We’ve prioritized the reorganization of key functions for greater accessibility, while maintaining the core functionalities that you love. Here’s everything you need to know about this exciting update.
What’s New
Settings Tab Revamp
The revamp introduces a dedicated Settings tab in the top navigation, making configuration controls previously hidden in the right-side options panel more accessible. This adjustment ensures a more predictable and spacious editing experience.
Advanced Options Spotlight
The right-side Options panel now focuses solely on layout and design settings like styling, spacing, and field customization. This allows for more creative freedom without the clutter.
Built-In Submissions Tab
Managing submissions has never been easier. With the new Submissions tab, you can view and handle form, survey, or quiz responses without having to leave the builder interface.
Survey Layout Selection Visibility
The choice between “One Question at a Time” and “Many at a Time” layouts is now prominently displayed on the design panel for surveys, allowing users to toggle between formats with ease.
Feature Use Cases
Home Improvement Industry
For businesses in the home improvement sector, Bosseo CRM’s new builder layout can be a game-changer. Creating forms for client feedback or quotations needs attention to detail and clarity. With easy access to settings and design customization, professionals can tailor forms to capture precise client needs, ensuring that services offered meet or exceed expectations. The visible survey layout options assist in presenting questionnaires that are detailed yet straightforward, maximizing client engagement and retrieval of valuable insights.
Legal Practices
In the legal field, managing client interactions through well-structured forms and surveys is crucial. The revamped builder layout allows legal professionals to design well-organized forms that can gather information effortlessly. This aids in developing a systematic approach to client intake processes, making it easier to gather comprehensive data required for legal consultations and case preparations. The built-in Submissions tab facilitates the management of confidential submissions right within the builder, ensuring data remains secure and centralized.
Medical Practices
Medical practices can significantly benefit from the new builder layout by creating detailed medical history forms or patient feedback surveys. With a more intuitive design environment, healthcare providers can customize forms for specific consultations or follow-up care, ensuring that vital health information is accurately captured. The feature also aids in tailoring surveys to gain feedback on patient satisfaction, which is essential for continuous quality improvement in healthcare services.
Ensuring Seamless Use
The updated builder layout retains all existing settings and configurations, organized for improved usability and workflow clarity, requiring no additional setup from users. This ensures a smooth transition to the new interface while optimizing operational efficiency.
Experience the evolution of form, survey, and quiz building with Bosseo CRM, and harness the power of intuitive and efficient design to enhance your business processes.
