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All CollectionsInquiry Stage 🧐Editing & Customization
How to edit & publish the inquiry form? (Freelancer & Agency)πŸ•΅οΈβ€β™€οΈ
How to edit & publish the inquiry form? (Freelancer & Agency)πŸ•΅οΈβ€β™€οΈ

Learn to get the inquiry form and send it to your clients in different ways

Jiwon avatar
Written by Jiwon
Updated over a week ago

Yess has an amazing feature of gathering lead through a form and showing it in a well-organized manner on the Yess dashboard.

Before you publish, make sure you have set your availability.

The inquiry form is present inside the dashboard in the top left corner.


Editing & Publishing Inquiry Form πŸ“­

Yess is not forcing you to use the same branding as provided. You can edit the form at certain levels and brand it as per your requirement!

What can be edited?

  1. Form Questions (Learn more)

    • You can add new questions

    • You can edit the question text

    • You can add the description to the question

    • You can add a video or image to the question

  2. Form Texts

    • You can edit the title of the welcome screen

    • You can edit the description of the welcome screen

    • You can edit the title of the thank you screen

    • You can edit the description of the thank you screen

  3. Background/Side Image or Video

    • You can also change the background image of some sections.

      You will see REPLACE button wherever it is possible to change the image or video

    • You can also record your own video (webcam)

    • The first icon helps you change the background image, the second one helps you place a video background and the last one (trash bin) is for removing the image or video.

    • You can also change images or videos for other sections.

  4. Form Branding

    • Check this article on how to customize the inquiry form branding

Once you are done editing, click on Publish button! πŸŽ‰


Want to understand more about the inquiry stage? Here are a few more articles.

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