How to Use Forms
TLDRThe video provides a guide on how to effectively utilize forms to share workflows with an audience and collect valuable feedback. It covers the different aspects of forms, including building and testing workflows, running them in a single instance, scaling up with CSV inputs, and connecting through an API to various integrations. The form feature is highlighted as a way to make workflows shareable, which is particularly useful for marketing teams looking to gather more information about prospects. The video demonstrates how to embed forms on a page or create a standalone landing page for users to input data, like a survey. It also explains how to control the output shown to users and manage form rate limiting to prevent excessive use. The data collected from form submissions is accessible in a table view, offering insights into the audience and the information they provide.
Takeaways
- 📝 Use forms to share workflows with your audience and gather feedback.
- 🛠️ Build and test workflows in the 'build' tab, run them in the 'run' tab, and scale them using 'tables' with CSV inputs.
- 🔌 Connect to different integrations through the provided API.
- 🔗 Make workflows sharable through a form, which can be embedded as an iframe or as a standalone page.
- 🎯 Showcase workflows to marketing teams for prospect information gathering.
- 📈 Allow users to input their LinkedIn URL and receive results, such as at an event.
- 📑 Provide options to users after submission, like showing a confirmation or the actual output.
- 🚫 Control the visibility of detailed information to protect privacy.
- 🔄 Include additional options like resetting the form or running the workflow again.
- ⏱️ Implement rate limiting to prevent excessive use of workflow credits.
- 📊 Collect data on who fills out the forms and have access to the information provided by the users.
- 🌐 Forms offer limitless options for workflow sharing and can be customized for various uses.
Q & A
What is the main purpose of using forms as described in the video?
-The main purpose of using forms is to share workflows with an audience, gather feedback, start conversations, and learn more about the audience in a structured and interactive way.
How does the 'build' tab in the video script relate to the workflow?
-The 'build' tab is where users can create and test their workflows, which are then shared through forms for others to interact with.
What is the role of the 'run' tab in the context of workflows?
-The 'run' tab allows users to execute a single instance of their workflow, which can then be shared and used by others through a form.
How can the 'tables' feature help in running workflows at scale?
-The 'tables' feature enables users to run workflows at scale by importing a CSV file with the necessary inputs, automating the process for multiple instances.
What is the significance of the API mentioned in the video script?
-The API is significant as it allows for the connection to different integrations, expanding the capabilities of the workflows that can be shared through forms.
How does embedding a form as an iframe on a page work?
-Embedding a form as an iframe on a page involves copying the provided iframe code and pasting it into the HTML of the desired webpage, allowing users to interact with the workflow directly on that page.
What is the benefit of having a full page link for a form?
-A full page link allows users to create a standalone landing page for the form, which can be sent to people to fill out, providing a focused and dedicated space for the workflow interaction.
How can users control the output shown to people after they run a form?
-Users can control the output shown by deciding which results to display after the form is submitted, allowing them to choose whether to show a confirmation or the actual output of the workflow.
What is the purpose of rate limiting in forms?
-Rate limiting is used to prevent abuse of the form by ensuring that a certain number of requests are made within a specific time frame, thus managing the workflow credits and server resources.
How can data from form submissions be used to gather more information about the audience?
-Data from form submissions can be viewed in the table view, providing insights into the people who are interacting with the form and allowing for the collection of valuable feedback and information.
What are some of the additional options available when using forms?
-Additional options include the ability to run the workflow again, reset the form, toggle the 'powered by' attribution, and customize the rate at which the form can be submitted.
How do forms contribute to workflow sharing and team collaboration?
-Forms make it easy to share workflows with an audience or team members by embedding them into existing pages or creating custom pages, fostering collaboration and enhancing the workflow experience.
Outlines
📚 Introducing Forms for Workflow Sharing
This paragraph introduces the concept of forms in the context of sharing workflows. The speaker discusses how forms can be used to share workflows with an audience, gather feedback, and start conversations. The paragraph outlines the different tabs available for building, running, and scaling workflows, as well as the integration options through APIs. The main focus is on the 'form' feature, which allows users to make their workflows shareable. The example given involves using a workflow to enrich a person's profile from a LinkedIn profile and showcasing this at an event. The paragraph also explains how to embed the form using an iframe or a full page link, and how to control the output that users see upon submission.
Mindmap
Keywords
💡Forms
💡Workflows
💡Tabs
💡API
💡Iframe
💡CSV
💡Submission
💡Confirmation
💡Rate Limiting
💡Landing Page
💡Data Gathering
Highlights
Forms allow sharing workflows with an audience.
Forms can be used to gather feedback from people you're trying to communicate with.
The 'build' tab is used to create and test workflows.
The 'run' tab allows you to execute a workflow in a single instance.
The 'tables' tab enables running workflows at scale using a CSV file.
The 'API' tab is for connecting to different integrations.
The 'form' tab makes workflows sharable.
Workflows can be showcased using a page with an embedded iframe.
Users can input their LinkedIn URL and receive results from the workflow.
Forms can be embedded on existing pages or used as a standalone landing page.
Forms can control what output is shown to users after submission.
Forms have options to run again, reset, and control visibility of the 'Powered by' text.
Rate limiting can be set to prevent excessive use of workflow credits.
Forms are a flexible way to share workflows with an audience or team.
Data from form submissions can be viewed in the table view for analysis.
Forms provide a way to gather more information about the people filling them out.
Forms make workflow sharing incredibly easy and offer limitless options.
Forms can be used to create custom pages for immediate sharing.