Forms, short links and QR codes

1. Open Forms and surveys and click + New («+ Nuevo»).
2. Choose whether it is a Form («Formulario») or a Survey («Encuesta»). For a survey you can start from a template or from Blank («En blanco»).
3. Type the title and click Create («Crear»). The form opens in the Builder («Generador»).

If you would rather have your AI agent do it, click ✨ Ask your agent («✨ Pedírselo a tu agente») and say what you want. It proposes a draft and you decide whether to use it.

1. Pick fields from the left column (Basic, Text, Number, Options, Date and time, Survey and Other). Click one or drag it into the form. On mobile it is under ＋ Add field («＋ Añadir campo»).
2. Click a field to see its settings on the right: the Question («Pregunta»), a Help note («Ayuda»), the Example text inside the field («Texto de ejemplo dentro del campo») and the Required («Obligatorio») box. For option fields, type the Options (one per line) («Opciones (una por línea)»).
3. To reorder, drag the field, or use the ↑ and ↓ arrows. You can also duplicate or delete it.
4. See how it looks with 🖥 Desktop («Escritorio») or 📱 Mobile («Móvil»). With ▶ Try («▶ Probar») you can fill it in yourself to check it.
5. Click Save («Guardar»). The form also saves itself while you work: on the left you will see "✓ Guardado" (saved).

1. In the Builder, click the Rules («Reglas») tab.
2. Click ＋ Add rule («＋ Añadir regla»).
3. Choose the Question, the Condition and the Value (with ＋ Condition you add more, joined with "and" or "or").
4. Choose the action: Show, Hide, Jump to page or End the form.

Without rules, all questions are always visible.

Useful, for example, for a test that scores each person and shows a result based on their answers. It is available if you have the CRM or the Suite.

1. In Settings («Configuración»), in the Type («Tipo») block, choose Scored questionnaire («Cuestionario con puntuación») and save. The Results («Resultados») tab appears.
2. In the Builder («Generador»), add list, single choice, multiple choice or yes/no questions: these are the ones that score.
3. In Results, choose the Calculation («Cálculo»): By points («Por puntos»; each answer adds what you set) or By profile («Por perfil»; each answer points to a profile).
4. With + Add («+ Añadir») create each result. By points, set From («Desde») and to («hasta») how many points it covers. Write what the person reads and, if you like, a button, an address to send them to afterwards and a tag for the CRM.
5. Deal with any warnings that appear and click Save («Guardar»).

1. Click Publish («Publicar») at the top. If it was already published and you made changes, the button says Publish changes («Publicar cambios») and you will see the notice "Hay cambios sin publicar" (there are unpublished changes).
2. With Close («Cerrar») you stop receiving answers; with Reopen («Reabrir») you start again.
3. Duplicate («Duplicar») makes a copy. Delete («Borrar») only appears while there are no answers.

In the Settings («Configuración») tab, click Save when you finish. It applies at once, with no need to publish again.

• Type («Tipo»): form or survey. For a survey you can tick Anonymous («Anónima»): it does not store IP, source or email.
• On submit («Al enviar»): the Thank-you message, an address to send the person to afterwards (Then, take them to) and the Page language.
• When it accepts answers («Cuándo admite respuestas»): Opens, Closes, Maximum answers and One answer per person.
• Approvals («Aprobaciones»): tick Review each answer before passing it to the CRM if you want to approve them yourself. You can email the person who sent it.
• Automatic reply to the sender («Respuesta automática a quien envía»): an email or a WhatsApp back. It needs an email or phone field in the form. The + field name buttons put their data into the text.
• Alerts for you («Avisos para ti»): by Telegram, mobile notification and up to 5 emails.

1. In the Builder, select a field (or look at the Form settings block, «Ajustes del formulario»).
2. Under Pass to the CRM record («Pasar a la ficha del CRM»), choose for each question which contact detail it goes to.

That way the answer fills in the contact's record in your CRM.

1. Open the Themes («Temas») tab.
2. Choose a Template («Plantilla»): Light, Dark, Minimal or From your brand.
3. Adjust the Colours, and under Shape the typeface, the width and the button corners.
4. Click Save. Reset («Restablecer») goes back to the default.

With the form published, open the Share («Compartir») tab:

• Link («Enlace»): copy it with Copy or open it with Open ↗.
• Short link («Enlace corto»): the short version, with the number of clicks.
• Embed on your website («Insertar en tu web»): click Copy code and paste it into your page.
• QR code («Código QR»): click Download PNG. If there is a short link, the QR uses it so scans are counted.

If it is not published yet, the tab takes you to the Builder.

1. Open the Answers («Respuestas») tab.
2. Filter by dates (From, To) and, if you use approvals, by Status. Remove filter clears it.
3. Click a row to see the detail. There you can Approve, Reject or Edit the answer.
4. The last column says whether the answer is already In the CRM, Pending, Pending approval, Rejected, or Did not reach the CRM.
5. To take them to a spreadsheet, click Export CSV.

• Analysis («Análisis»): a summary of each question, with views, how many started, how many submitted and the conversion by source. Filter with From and To; All («Todo») removes the filter.
• History («Historial»): every change to the form and its answers.

1. Open Short links and click + New link («+ Nuevo enlace»).
2. In Destination address («Dirección de destino»), paste the website you want to send people to.
3. If you like, give it a Name (only you see it) and an Alias (optional) so the link is easy to remember.
4. If you need to, open UTM and expiry («UTM y caducidad») to add campaign tracking data (source, medium, campaign...) and a date under Expires on («Caduca el»).
5. Click Create link («Crear enlace»).

The links of published forms show in the list with the 📝 Form tag.

1. Click a link in the list.
2. At the top you see its status and, on the right, the QR code with Download PNG.
3. Under Clicks · last 90 days you have the chart by day and the tables for Source («Origen»), Device («Dispositivo») and Browser language/country («Idioma/país del navegador»).
4. With Edit («Editar») you change the destination, the name or the expiry. The link stays the same.
5. Disable («Desactivar») pauses it (and Enable («Activar») opens it again). Delete («Borrar») removes it; if it already has clicks, it is only disabled and its figures are kept.

This tells you who showed interest so you can act only on them. It is available if you have the CRM or the Suite.

1. Open a link from the list. Below its details you will see the On click («Al hacer clic») box, with how many activations it has.
2. Click Copy variable («Copiar variable») and paste the variable (it looks like this: {{enlace:alias}}) into the text or button of your email or WhatsApp campaign. You can also pick it from the Insert activation link («Insertar enlace de activación») dropdown in the campaign editor.
3. Under Add tags («Poner etiquetas») and Remove tags («Quitar etiquetas»), type the tag and click Add («Añadir») (up to 10 in each).
4. To move the contact to another column, choose the pipeline under Move to pipeline («Mover al pipeline») and the Column («Columna»).
5. Tick Start the "Link clicked" automations («Arrancar los automatismos de «Enlace pulsado»») if you want what you have set up in Automations to start.
6. Click Save actions («Guardar acciones»).

The actions only apply when a contact who received the link in your message clicks it. A click from a stranger or an antivirus program counts as a click, but does nothing. Each contact can trigger the link once a day.

1. Open QR generator.
2. Under 1 · What do you want to store in the QR?, choose the type: Web link, WhatsApp, Text, Email, Phone, SMS, Location, Zoom, Wi-Fi, Contact card or Event.
3. Fill in the details that type asks for. If something is missing, the panel tells you.
4. Under 2 · Design, choose the colours, the gradient, and the shape of the dots and corners. With Upload logo («Subir logo») you put your logo in the centre (PNG, JPG, WebP, GIF or SVG, up to 300 KB). You can add a Frame with text.
5. On the right, under Your QR («Tu QR»), choose the PNG size and click Download PNG or Download SVG. For printing, use the large size.
6. Test it with your mobile before printing.

It is free and has no watermark. The regular QR is drawn in your browser.

For the Web link, WhatsApp, Zoom and Location types:

1. With your QR ready, look at the Dynamic QR («QR dinámico») box.
2. Click Make dynamic («Hacer dinámico»). A short link is created and the QR carries it.
3. From now on you can change the destination without reprinting, and each scan counts as a click. Click See scans and edit destination («Ver escaneos y editar destino») to see it.

If you change the QR's content afterwards, you need to make it dynamic again. If your plan does not include it, the box tells you.