VutesaForms and Files That Feed the CRM
Ask the questions that qualify a visitor, then send the guide, price sheet or brochure they asked for. Upward records both against the same person.
Forms, and where each one lives
Upward does not have one generic form. It has the right form in each place a visitor acts, and they share the same question types, so what you learn once works everywhere.
- Contact Me: a message form on your Bio / Profile Page and, if you like, on your own website.
- Booking questions: asked after a visitor picks a time, for example property type, budget or a document upload.
- MySite enquiry form: a short quote or enquiry form on a MySite, with fields you choose.
- Page builder: pages you build can include a Contact form block, a Files block and a Book a meeting block.
Question types that fit real intake
A good intake form asks the fewest questions that let you act. Choose from dropdown, multi-select, radio button, checkbox, text, text area, number and file upload. Mark a question required only when you cannot proceed without it. Numbers can have a minimum and maximum, uploads can be limited to certain file types and a maximum number of files, and every answer is validated before anything is saved.
What a submission creates
A submitted form is not only an email. It creates a record you can work.
- A Contact Me submission creates or updates a lead with the source Contact form and adds a note listing every field and the page it came from.
- A booking creates or updates a lead, with the answers saved as part of the lead.
- A MySite enquiry creates a lead, or attaches to the lead the MySite was made for, and records the activity.
- A MySite form can be set to keep the message without creating a lead when you prefer.
- You are notified by email in every case.
Files that follow the booking
Meetings can send the right document at the right time. In a meeting type's workflows, an email trigger can attach a document, a document link or a video, for example a prep checklist one day before or a recording link after the meeting. The visitor gets the same message every time, and you do not have to remember to send it.
One timeline for the whole conversation
Because forms, files, email and meetings all write to the same CRM record, the person's history reads in order: the form they sent, the guide you shared, the email they opened and the meeting they booked. Nothing needs to be exported or merged by hand.
Who it's for
How it works
Pick the form
Use Contact Me for general messages, booking questions for meetings and the enquiry form on a MySite for a personal page.
Add your questions
Choose a type, set it required or optional, and drag it into place.
Upload and share files
Add a file or folder in File Management and create a link with the protection you want.
See who engaged
Submissions appear on the lead. Shared files and their views are logged against the person.
What's included
Question types
Dropdown, multi-select, radio, checkbox, text, text area, number and file upload, available wherever a form builder is used.
Booking questions
Ask each meeting type its own questions. Uploaded files are stored and listed with the answers.
Contact Me form
A general message form with your own questions, an email to you and a CRM lead.
Enquiry form on a MySite
Choose the fields (name, email, phone, company, budget, timeframe, message), add your own questions and decide whether it creates a lead.
Password and expiry
Protect a share with a password and set it to expire after a number of days.
Allow or block download
Let people view a file without downloading it, when your settings allow.
Tracked links
Share a file to a lead or contact with a tracked link and get alerted to activity.
Share audit
See when each file was shared, by whom, with whom and whether the link was tracked.
How Upward is different
Frequently asked questions
Which forms does Upward have?
The Contact Me form on your page, the custom questions on each meeting type, the enquiry form on a MySite and a Contact form block you can place on pages made in the page builder. They use the same question types.
Where do form answers go?
Into the CRM. Contact Me and MySite forms create or update a lead and add a timeline note. Booking answers are saved on the booking and copied to the lead.
Can visitors upload files through a form?
On a booking, yes. Uploaded files are stored and linked from the booking. On the Contact Me form a file question currently records the file name only.
How do I send a file to a visitor?
Open the file in File Management, choose Share and pick a lead, a contact or anyone with the link. Add an optional message, and set a password, an expiry and whether downloads are allowed.
Can I tell if someone opened my file?
Each public view is counted and logged in the file's activity. If you shared with a tracked link to a lead or contact, the activity is tied to that person and you can be alerted.
Can I put a file on my Bio / Profile Page?
A file share is an ordinary link, so you can add it to your Links module or send it in any message. The page builder also has a Files block for pages you build.
Can a company limit downloads?
Yes. Company settings can switch off external downloads, including folder downloads, and sharing then respects that rule.
Related
Forms
Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.
File Storage
Store the documents and media you share, control who can open them, and see what happened after you sent them.
Contact Me
A short form on your page, set up your way. When a visitor sends it, you get an email and the CRM gets a lead with everything they said.
Schedule a Meeting
Visitors pick a time on your Bio / Profile Page and the booking lands in your calendar, your inbox and your CRM. No separate scheduling tool, no copying names into a spreadsheet.
Tracked Links
A normal link gets someone from one place to another. A Tracked Link also tells you whether it was opened, when, from where, and, if you made it for a person, by whom.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
MySites
Send one page made for one person. Vutesa builds it from what you know about them, you add the proof, and the CRM shows what they did next.
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