We designed an enterprise SaaS platform as an interactive prototype
Create unique, multi-step, custom form experiences to curate custom orders or inquiry submissions. Automate personalized actions, build insightful performance reports, and easily integrate your marketing stack. FormLeader offers a unified inbox for all of your forms, to stay organized and manage all of your submissions.
Services
Platforms
Airtable, Figma
Personalized Form Experiences
Forms are created using the Form Designer tool, to design and curate a dynamic path for each user. Depending on answers, conditional logic can show or hide questions along that user's path, for each page of the form. Custom click actions customize the form based on user behavior to design unique customer flows and interaction points.
Automating Database Inputs
Automated replies, profile data updates, and email or sms messages are evaluated by if then logic to create conditional automation paths. Users decide what actions to perform every time a certain form submission is received. For example if a form submission contains a certain answer, an automation can be setup to automatically follow up with this user via sms or email.Automated replies, profile data updates, and email or sms messages are evaluated by if then logic to create conditional automation paths. Users decide what actions to perform every time a certain form submission is received. For example if a form submission contains a certain answer, an automation can be setup to automatically follow up with this user via sms or email.
Dynamic Customer Profiles
Users can define actions based on form submission data, to update profile records, add or remove tags from a profile, send sms or email, and connect or update an integrated app. Each form has a submissions inbox, in addition to an overview dashboard for all emails and SMS messages exchanged with this contact profile. Emails and SMS messages also have individual message inboxes to easily navigate between message types.
An integrated automation system allows users to create custom automation triggers based on customer profile or submission data. The logic tree begins with a form submission trigger, and can be followed up with a number of actions. If/Else branches extend horizontally, so that condition cards within a branch can scale vertically as a flex container.
Accounts and Admins
Give unique team accounts access through user permissions. These user permissions reflect the create, read, update, delete user actions. The account activity dashboard gives users a way to view all team user actions, session activity, and response, automation, and data storage thresholds. Billing is consolidated by billing profiles, company information, and invoice history (with downloadable PDF).
Analytics Dashboard
Build custom reports based on form submission data and customer profiles. Identify conversion rates, average customer value, customer types (leads, new, returning), average response time, number of submissions, and more. Each analytics block is built with inputs allowing you to correlate collected submission and profile data. Views allow users to build and export dashboards of insights, graphs, tables, and summaries.
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