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How do I set up a Smart Form?

Create a Smart Form with player details, your own questions and document uploads.

Written by Nettla

Go to Players → Smart Forms and click Add smart form. Add a name and description, choose what players must fill in, then save. Next, set up automation and add the form to your club page.

Create a Smart Form

  1. Go to Players → Smart Forms.

  2. Click Add smart form.

  3. Enter a Name and Description. Players see these in the app.

  4. Optional: switch on Start date and End date to only show the form for a period.

  5. Under Required Player Information, choose the details players must give, such as gender or city.

  6. Under Custom Questions, add your own questions.

  7. Under Document Upload, choose whether players must upload a file, such as a student card.

  8. Click Save.

After you create it

Your form has three tabs:

  • Submissions: see and approve what players have sent.

  • Information: the form itself.

  • Automation: give benefits automatically.

Next steps

  • Set up automation. See "How does automation in Smart Forms work?".

  • Show the form on your club page. See "How do I show Smart Forms on my club page?".

  • Review submissions. See "How do I review and approve Smart Form submissions?".

Good to know

  • Each player can submit a form only once.

  • Use the tabs on the Smart Forms page to see active, upcoming, expired and archived forms.

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