How do I link a form to a product?
Once you have created a customer or product data form, you can link the form to your products to start collecting data
From form settings:
- Navigate to Organisation setup > Data collection > Forms
- Click any form’s title
- Click ‘Setup linked products’ in the top-right corner
- Select the products/product groups to link the form to
- Click ‘Save’
From product settings (customer forms only):
- Navigate to Product management > Products
- Select a product or product group from the left sidebar
- Open ‘Forms’
- Select the forms to link to the product
Data collection
Customer forms
When your customers purchase any product linked to a form in the shop, they’ll be required to fill out the form during the checkout process.
Product data forms
To provide internal-only data for product forms, locate ‘Product fields’ in Product management > Products and click on the form.
Note: Internal customer forms cannot be linked to products - they can only be edited and viewed by admins/coaches of your organisation. More information available here.