At times, you may choose to create a new form for your welcome flows. This is often done for specific sales periods or promotions, such as:
- Introducing a limited-time incentive for users to share their contact information.
- Updating colors, styles, or messaging to align with seasonal campaigns or special events.
Your new form may be a temporary adjustment for a sale, holiday campaign, or promotional event. Once the promotion ends, you can easily revert to your standard form.
For instructions on setting a new default form, follow the steps here.
Adding / Removing Scheduled Form Changes
Use scheduled form changes to manage temporary updates without needing to manually modify your default form. This is ideal for:
- Black Friday and Cyber Monday sales
- Holiday promotions
- Limited-time offers
By scheduling your form changes in advance, you can ensure a seamless transition before and after key sales periods.
- Proceed to your Instant dashboard and click on Predictive Opt-In in the sidebar.
- Click on Configuration in the top right.
- In the Configuration, click on Add new scheduled form.
This will create a new scheduled form, where you can provide the start and end dates of the schedule, as well as what Desktop form ID and Mobile form ID you would like to use during this period.
- Click on Save. Your scheduled form is now be used during the period between the start and end dates.