You need to follow these simple steps to share a form with your customer as a landing page through an email, WhatsApp message, etc. 1- Open your “Forms” page The first step you need to take is to open your forms page. For this, go to CRM > Forms. Once there, open the form you’ll share with … Read more
Here we show you the steps you need to follow in order to create a form for your website, email marketing campaign, or social networks. There are various forms you can create, for example a quote request form, a contact form or questionnaire for your customers. 1- Open your “Forms” page and create a new … Read more
Here we show you how to allow your clients to create an account on your website. For that, you’ll need to display a Create Account form. This form needs at least three basic fields: Name, Email, Password. If you’ve not created the form, you can create it quickly by going to Forms > Add New. Then, select … Read more
You need to follow these steps in order to know which are your forms with higher submissions: 1- Open the Forms page You need to open your forms page by going to CRM > Forms. There you’ll find your created forms listed. 2- Check the Views and CTR columns We mark the form submissions as … Read more
Here are the steps you need to follow in order to add a form to your website. 1- Open your forms page For this, go to CRM > Forms. Then, open the form you’ll share. 2- Select how you’ll share the form Once you open the form you’ll share, go to </> Share Form and select … Read more
In this tutorial, we will show you how to export your client profiles to a CSV in Local Service Hero. However, sometimes you need to export your clients’ profiles to a CSV in order to: Create an external database of your clients, Send reports to other members of your business team, Create a CSV with … Read more
Let’s learn how to add new clients in Local Service Hero. There are at least 3 ways you can add new clients to your Local Service Hero account. You can convert leads into clients, manually add clients one by one, or add a lot of clients in bulk using a CSV file. Click here to … Read more
To add a new page to your mobile app for customers, follow these steps. Go to Mobile App > All Pages. Just place your mouse cursor on Mobile App and select the All Pages option. Now you need to click on Add New. To create a new page, you’ll need to complete the following fields: Title Status … Read more