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NOTE: This webinar has already occurred. A recording of the presentation can be viewed below. I’ve been sharing Forms Pro content since March 2019. I’ll continue to do so via my blog, but I wanted to share more. So, I am excited to announce that each month I will run a live Forms Pro Webinar…

Creating surveys using Forms Pro is easy. It’s getting people to complete and submit their responses that’s often the hard part! One way is to show the initial part of the survey in the emails you send out and add in the first question. We can now do this when sending out the survey invitations…

We are getting more and more ways to customise and brand Forms Pro surveys. When a respondent completes a survey there is text that displays right below the Submit button in the footer of the page. By default it shows ‘This content is created by the owner of the form. The data you submit will…

If you have been using Forms or Forms Pro for a while, you will no doubt be aware of the ability to download a QR Code for the survey. QR Code readers are available to download for phones and tablets. For iPhone users, just taking a photo of the QR code with the native camera…

This is not news, I know, but trust me, if you are still using Voice of the Customer, you need to read this to make sure you are taking advantage of an amazing offer. Deprecation for Voice of the Customer was announced on July 1st, 2019 by Microsoft. Perhaps an unpopular opinion, but I loved…

If you send out Forms Pro surveys to your customers there is always the possibility they forget to respond. They are busy and time slips away so even with good intentions they might not get around to providing you with feedback. So what about sending them a reminder after a few days if they haven’t…

In an ideal world, we don’t print things. We only review data online. While that’s a nice idea, and in some cases I agree, there are instances when the need to print exists. If you ever want to print out a Survey Response from Forms Pro, there is no easy way to do this. You…

A large proportion of my blog posts have been about Forms Pro in 2019. Although the spotlight has been on this tool, there are new features being released for Microsoft Forms too. With Forms, the data isn’t stored in the Common Data Service, but is still accessible and can be viewed online. A really cool…

In a previous post, we looked at creating Custom Insight Cards for Sentiment Feedback. Another idea for a custom action card would be to inform a Contact Owner or an Account Owner when Net Promoter Score (NPS) feedback has been received from a Forms Pro Survey response. First, make sure you have a survey that…