Creating and online form allows you to collect along with recipients documents, a lot of information as part of their client application.
Today a form can have:
A text field, a paragraph field, a date field and a dropdown. (More to come)
⚠️ A form is always in a Clust portal, so you can't embed just a form on your website. You'll need to embed the secure portal.
Go to Resources>Forms and follow the tutorial below.
Why you can't add a form field directly into a list?
The Clust checklist is gathering blocks of things you require: a form, a payment, a signature, a tasks etc..
Each block has it's own card, so that no matter how complex is your checklist, your recipients can skim through it easily, understand what's required in less than 5 seconds and convert faster without feeling overwhelmed.
A/B testing has shown that if we added the content of a form or the description of a task, or a payment details process or even the contract to be signed directly into the checklist:
- the chances for your recipients to convert will decrease significantly by up to 36%.