Workspace Assets - Guest Forms

Guest forms allow you to collect any information about the prospect booking a meeting, ensuring you have any required or useful information to make your meeting even more productive. This information can optionally be used to populate information directly into your CRM when the prospect books a meeting.

This article is specific to Guest Forms associated with Workspace Assets' Meeting Types, which differ slightly from those in your Home.

Please check this article for more details about Guest Forms associated with Meeting Types from your Home page.

Adding, Removing, Editing, and Ordering Fields

Adding New Fields

Click the "Add Field" button at the bottom to add a new field to your form, and you will see the following:

Data Field

Click the dropdown, and the Data Fields you have configured for your org will be displayed. You can use the search button to find any required Data Field quickly.

Once you hover over a Data Field, Chili Piper will display the associated Object name, Data Format, and Mappings. The mapping is important because if any CRM fields are mapped to the Data Field, the data provided by the prospect who filled out your form will be mapped to those fields.

In the example below, we have the Company Name field, a ShortText field, mapped to the Account's Name and the Lead's Company fields in Salesforce.

You can also create new and Edit existing Data Fields from this screen by using the buttons with similar names.

Field Label

This is where you will define what the prospect will see while accessing your form, so the label needs to be clear for prospects to ensure they will understand and provide the correct values.

Required or Optional

Last but not least, you will notice a toggle called "Required" to define if prospects must fill out this field or not. If the field is toggled off, they can submit the form without filling the field out.

Once done, click the "Add Field" button, and it will be included in your form view.

Editing Fields

To edit an existing field, click on it, and you will have the same view as explained above in the previous section:

Ordering Fields

You can re-arrange your fields and define in which order they will be displayed in your form. To do that, click on the icon on the field's left side and move it as you wish

Removing Fields

To remove a form field, click the X icon at their right. The Email field can not be removed as the prospect's email is needed for the booking process.

Hidden Fields

You can also make a Field as Hidden. When doing this this field is invisible to the Guest but allows you to still capture lead source details and other valuable tracking data. To make a field hidden toggle the Hide option and it will be denoted as Hidden on the preview as below.

For example, you may be using a guest form for a specific event where everyone is interested in our Chat product. We still want to track the product of interest but we don't need to ask our guest this question so we can add it as a Hidden Field and pass the Data automatically.

Skip Form When Possible

This toggle allows you to decide whether you always want the form to show or if Chili Piper already has all the required data to automatically skip the form. Skipping the form often boosts your chances of scheduling a meeting. 

Hide Fields Already Known

If you have the Skip the Form when possible option toggled and we don’t have info on a required field, only that field will be shown to the guest to fill out. This will reduce asking your guests for redundant or not-required information.