Paubox Marketing leveraging Paubox Forms

Paubox Forms collects patient data securely and in compliance with HIPAA regulations. Use it with Paubox Marketing to automatically add submitted form data to your contacts. Forms is available with a paid subscription to Paubox.

Table of contents

1. Before you get started
2. Create a new form
3. Manage form settings
4. Publish a form
5. View submissions

Before you get started

Before you get started, make sure to create a list that will connect to the form (or identify an existing list you'd like to connect the form to).

Create a new form

1. In the Paubox Admin Panel, navigate to Forms under the Paubox Forms section on the left-hand navigation.
2. Click on the Create Form dropdown.
3. Choose Marketing Form.
4. Enter a Form Name at the top of the page.
5. In the Settings tab, under Connected Marketing Contact List, choose a marketing list to connect the form to.
6. In the Edit tab, use the drag-and-drop builder to create your form. You will see different question options on the form builder's left side, under Elements.
7. Customize the look of your form under Design in the Edit tab.

Manage form settings

To manage the form settings, click on the Settings tab at the top of the form builder. Under Settings, you'll be able to:

• Choose a Connected Marketing Contact List: Choose which list new contact data will get added to.
• Choose Form Recipients: Enter the email address(es) that should receive a copy of submissions as they are submitted (see example below). You can enter multiple email addresses by clicking Add Recipient. Note, it is not required to have a Form Recipient. If you'd prefer to review submissions within the Paubox Admin Panel only, leave this section blank.
• Create a Submission Message: You can customize the thank you message that appears after a form filler submits a form. 

Publish a form

After you're done building your form, you'll need to publish the form to push it live. To publish, click on the Publish button on the top right of the form builder. 

After you've published the form, you can:

• View the form by clicking on View Form on the top right of the builder
• Click on the Actions dropdown menu and click Copy Form URL to copy the url address

Use the form URL to link to your form from your website, emails, etc.

View submissions

To view your form submissions, click on the Submissions tab at the top of the form builder. In this section, you'll be able to see each submission and the answers provided for each question. You can also change the Date Range at the top of the submissions table to see answers from a specific time period.