Onboarding forms in RankingMojo help you collect essential information from your clients during the checkout process, ensuring you have all the details needed to provide your services efficiently.
Here’s how to create and manage onboarding forms:
Create a New Onboarding Form:
Log in to your RankingMojo account.
Click on the Sales tab in the main menu.
Select Onboarding Forms from the dropdown menu.
Click the New Form button.
Create the necessary fields for your client to complete. To add more fields, click Add New Field.
Once you’ve created the required fields, click Save to finalize the form.
Assign Onboarding Forms to Services:
You can create multiple onboarding forms and assign different forms to different services.
To assign an onboarding form to a specific service:
Go to the Services page.
Edit the service you want to attach the onboarding form to.
In the Onboarding Forms section, select the form you’d like to assign from the dropdown menu.
Click Save to apply the changes.
By following these steps, you can ensure a smooth onboarding process for your clients, gathering all the necessary information upfront to deliver your services effectively.