Welcome to another Moxie Maven tutorial! 🎉 I'm Lisa Williams, and today I’m diving into my detailed process for collecting website content from clients and I’ll show you exactly how to streamline your workflow using Moxie’s form builder.
Get Moxie FREE for 30-Days: jolidesignsolutions.com/moxie
00:00 Introduction
01:37 Field Mapping
03:00 Page Breaks and Design Process
04:20 Service Details and Customization
05:54 File Handling and Submission Process
07:46 Content Transfer and Notion Usage
📋 In This Video, You’ll Learn:
- How to access and use the Moxie form builder.
- Setting up a customized website content form.
- Essential fields to include and why they matter.
- Organizing content with rich text formatting and large text boxes.
- The importance of collecting services descriptions, testimonials, and PDFs.
- Utilizing page breaks for a seamless client experience.
- Efficiently managing and storing collected content.
- Integrating the form into your workflow automation for maximum efficiency.
💡 Pro Tips:
- Encourage clients to fill out the form on their laptop or desktop for an optimal experience.
- Use additional tools like Notion and Webvizio to refine and manage content effectively.
🔗 Useful Links:
- Sign up for my Moxie CRM Beginners Course: jolidesignsolutions.com/moxie...
- Learn more about Webvizio: app.webvizio.com/
- Learn more about Notion: notion.so
15 июл 2024
