0️⃣ What Are Profiling Forms?

Profiling Forms allow you to have a better understanding of your Customers and direct them to the Meeting Type that will fit their needs.

<aside> 💡 Something you should know You can set up Profiling Forms yourself using Typeform, or have a member of our team set them up for you. If you’re interested in the second option, contact us at [email protected]

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1️⃣ Adding a Profiling Form

1. On the Profiling Forms tab of your Profiling page, click on Add one. You can also click on the plus symbol (+) located on the left side menu.

2️⃣ Assigning Meeting Types

1. On the Details tab, you can configure this form.
2. On the right side Associated Meeting Types panel, select the Meeting Types you want to connect to this Profiling Form.

• If the Meeting Types you want to connect to this form do not appear on the panel, they need to be connected to your Form endings. If your profilings were set up by our team, you will need to send an email to [email protected] so that we can add new Meeting Types.

3️⃣ Basic Information

1. Click on the Basic information panel to expand it and fill in this form info.
2. At Name, enter the name you want to use for this form.
3. At Typeform ID, enter the ID for this form on Typeform.
4. At URL, add the link to this profiling form.
5. At Typeform Report URL, enter the Typeform URL where responses to this profiling form are received.