Admin or Workspace Manager Rights Required
This feature is part of the Workspace Assets' Meeting Types, which is available for Admins and Workspace Managers.
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.