How to Display Custom Values Form for Your Business

In this video, we explore how to effectively display custom values forms, specifically tailored for a truck driving business. The tutorial demonstrates selecting and editing the subaccount, previewing, and customizing the form's style. It also covers two methods for sharing this form with clients: as a custom mini link on the left sidebar or embedded within an iframe on a funnel page. This instructional guide ensures your clients can easily update and view custom values during the onboarding process, enhancing the user experience and maintaining accurate data.

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00:00 (https://www.youtube.com/watch?v=hCrloTr187k) Introduction to Custom Values Form
00:09 (https://www.youtube.com/watch?v=hCrloTr187k&t=9s) Setting Up the Custom Values Form
00:21 (https://www.youtube.com/watch?v=hCrloTr187k&t=21s) Preview and Customization Options
00:31 (https://www.youtube.com/watch?v=hCrloTr187k&t=31s) Sharing the Form with Clients
00:59 (https://www.youtube.com/watch?v=hCrloTr187k&t=59s) Embedding the Form in a Funnel Page
01:17 (https://www.youtube.com/watch?v=hCrloTr187k&t=77s) Onboarding Process and Default Values
01:45 (https://www.youtube.com/watch?v=hCrloTr187k&t=105s) Conclusion and Final Thoughts

Видео How to Display Custom Values Form for Your Business канала GHL Plugins