How to Create and Automate Forms and Surveys in Momentum CRM

Forms & Surveys in Momentum CRM
Creating a form or survey in Momentum CRM allows you to collect information, generate leads, and automate workflows efficiently. This guide walks you step by step through setup, customization, automation, and AMS integration.

Step 1: Choose Between a Form or a Survey

Form → Collect structured data (e.g., lead capture, appointment scheduling, registrations).
Survey → Gather opinions, feedback, or detailed insights.

? Surveys support conditional logic, so questions can dynamically change based on prior responses.
Example: In an auto insurance application, if a prospect answers Yes to “Do you have additional drivers?” new fields appear. If No, those fields are skipped.

Step 2: Create a New Form or Survey

Navigate to Forms or Surveys in Momentum CRM.
Click Create New Form or Create New Survey.
Choose Blank or a Template.
Click Continue.

Step 3: Add and Customize Fields

Drag and drop elements such as:

Text fields (Name, Email, Phone)
Dropdowns (Multiple-choice questions)
Checkboxes / Radio buttons (Selections)

Customize each field:

Mark fields as Required.
Add Conditional Logic to show/hide questions.
Rearrange fields for optimal flow.

Step 4: Customize the Design

Modify layout, colors, and branding to match your agency.
Preview before publishing.
Click Save when satisfied.

Step 5: Share and Distribute

Generate a shareable link to send via email or SMS.
Embed the form or survey on your website.
Integrate into email campaigns or automation workflows.

Step 6: Automate Workflows

Use form/survey submissions as triggers:

Launch email or SMS campaigns.
Send internal team notifications.
Create follow-up tasks.

Once built, activate the workflow for automatic processing.

Step 7: Transfer Data to Momentum AMS

To send data from Momentum CRM to Momentum AMS:

Add two hidden custom fields in your form/survey:
- AgencyID (found in your Momentum AMS agency profile; must be prefilled).
- Form Name (to identify submissions).
Contact Momentum CRM support for setup assistance.
Use a webhook to send data directly into Momentum AMS.

Step 8: Monitor Responses & Performance

Go to Submissions or Results.
Review individual responses.
Analyze trends.
Export data for reports or deeper analysis.

Conclusion

By following these steps, you can create and automate forms and surveys in Momentum CRM with ease. Automating workflows and integrating with Momentum AMS ensures seamless data flow, saving time and improving productivity.

If you need assistance, please reach out to our support team for guidance.