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Understanding the Dynamic Form Preview Feature.

The dynamic form feature allows users to create and customize forms with a real-time, full-page preview that updates dynamically as changes are made. This ensures that users can see exactly how their forms will appear when embedded on a website.

Creating a Form

  1. Click the Create Form button.

  2. Select the form type from the available options.

    • Example: Choosing the Basic Contact Form will display its preview immediately.

Dynamic Updates

  • The preview updates instantly when switching form types.

  • If selecting a different form type, such as the Co-Branding Consent Form, the preview will reflect the changes in real-time.

  • Any branding elements associated with a loan officer or partner will be displayed dynamically.

Contact Settings

  • The Contact Settings section does not impact the visual appearance of the form.

  • It determines the status and tags assigned to a contact when they submit the form.

  • These settings help in managing and categorizing contacts efficiently.

Preview Functionality

  • The preview ensures that users can see exactly how the form will appear when embedded.

  • This feature applies to forms embedded on both Aidium sites and external sites.

Conclusion

The dynamic form preview feature enhances the form creation process by providing a real-time, full-page preview that updates with every change. This ensures users have a clear view of their final form before embedding it into their desired platform.