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Smart Form Overview

Felicia Heng avatar
Written by Felicia Heng
Updated this week

The Smart Form feature allows businesses to create customizable and interactive forms to support a wide range of objectives—such as collecting customer feedback, conducting surveys, or managing event registrations. These forms can include automated rewards, submission controls, and even payment collection, making them a powerful tool for both engagement and operational workflows.

Core Components

  • Customizable Form Creation
    Tailor form fields to fit business goals such as surveys, registrations, feedback, or lead capture.

  • Reward Participation
    Incentivize members to complete forms by issuing points, vouchers, or gifts automatically upon submission.

  • Payment Collection
    Enable payment collection directly within forms—for example, for paid events, service bookings, or deposits.

  • Submission Controls
    Set restrictions such as submission limits (e.g., once per member) and define form visibility based on time or audience.

  • Automation
    Automatically tag members, issue rewards, or trigger follow-up workflows based on responses.

Key Benefits

  • Streamlined Data Collection
    Collect valuable, structured information at scale from your member base or event attendees.

  • Boosted Member Engagement
    Encourage form participation through gamified incentives like point rewards or voucher giveaways.

  • Integrated Revenue Opportunities
    Collect payments directly via the form for events, classes, or services.

  • Operational Efficiency
    Reduce manual work by automating member tagging, reward distribution, and segmentation.

Use Cases

Customer Feedback Form
Purpose: Gather service-related feedback
Suggested Fields:

  • Overall satisfaction (Multiple choice)

  • Service quality (Dropdown)

  • Comments and suggestions (Text area)

  • Willingness to recommend (Yes/No)
    Reward: 50 points per submission

Event Registration Form
Purpose: Manage event or appointment registrations
Suggested Fields:

  • Attendee name (Text field)

  • Contact information (Email & Phone)

  • Event date (Date picker)

  • Number of guests (Number field)

  • Dietary preferences (Multiple choice)
    Payment: Required
    Reward: 200 points after attending (optional automation setup)

Product Survey Form
Purpose: Gather product feedback and usage insights
Suggested Fields:

  • Product category (Dropdown)

  • Usage frequency (Multiple choice)

  • Satisfaction level (Rating scale)

  • Open feedback (Text area)

  • Likelihood to purchase again (Multiple choice)
    Reward: 150 points per submission

💡 Looking to collect better data and engage members at the same time? Launch your first Smart Form to make feedback, registration, and surveys rewarding for everyone.

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