ProTip: Gather Client Event Information and Requests with Online Form Sharing

Seamlessly share editable digital form drafts with users outside of your GoFormz account to capture event details

It’s imperative that event planners and catering companies are effective and efficient when capturing client information and organizing various simultaneous requests. By digitizing and streamlining workflows, event planners and catering service companies can increase efficiency, reduce stress, and access real-time data anywhere, anytime. 

This is often accomplished through online form sharing. With the GoFormz Public Forms feature, you can easily share links to your online forms with anyone, allowing them to enter information and complete forms from their location. This digital solution can be completed directly from any mobile device like phones and tablets, or from a computer.

Take it one step further and see an increase in requests by posting your online forms to your website, increasing accessibility, and encouraging new business opportunities. To ensure you have full control over what fields can be modified by recipients when sharing forms, you can even configure what fields should be made editable, resulting in more secure, comprehensive data collection.

Once online forms are completed, they are accessible for processing in real-time, accelerating catering requests and seamlessly improving event information sharing. Instantaneous access to this data not only saves time but also provides greater operational efficiency for catering companies and event planners while improving the customer experience. Additionally, copies of completed client information and requests can be automatically routed to connected business platforms through Automated Workflows, reducing the need for rekeying information from traditional paper forms.

Use Case Example
Imagine you are a catering business that receives various event requests a week. With paper forms, you have to rely on potential clients to visit your business location and take time away from the onsite employees to help put together a catering order. With GoFormz, rather than waiting on a client to fill out and deliver a form, your form Template can be made public. A link to your Public Form can be published on your website, eliminating bottlenecks in workflows and streamlining event request authorizations. Further accelerating this workflow, collected data can be routed to various business integrations to streamline information flow. 

ProTip: Leverage Database fields and equip your Public Forms with Data Sources, providing clients with auto-populated fields based on a completed form field or entered data. Please note, if your Template has a Database field, you will have to make the Data Source used for that Database field publicly available. Otherwise, your Public Form users will not see the drop down options for that field and will not get any field auto-fill benefits associated with using the Data Source.

To learn more about leveraging online forms with GoFormz, check out these five immediate benefits from switching to online forms here, or learn how Prestage Farms ​​improved communication, reduced production costs, and boost profits with online forms.