Fillout Course

Workspace Navigation

Let's jump into the core areas of our workspace in Fillout.

Integrating with Airtable

This video shows Airtable users how to set up and configure Fillout to work with their Airtable bases and tables.

Integrating with SmartSuite

This video shows SmartSuite users how to set up and configure the integration between SmartSuite and Fillout.

Form Builder and Page Types

Let's jump into the form builder itself and discuss the different page types we have at our disposal for form configuration.

Form Endings

Tailor your form endings to end on a page, send the user to a new form, or redirect them to another page on your website.

Sharing Forms

Once you've built your Fillout form, you're ready to share it with the world!

Requiring a Form Login

Fillout has some really useful features when it comes to restricting access and requiring a login.

Create a Quiz

Fillout not only offers the ability to create forms, you can also create quizzes for lead generation or fun!

Setting Up Email Notifications

You can send email notifications both for you as the form creator, as well as to the form respondents.

Styling Forms

Fillout gives you flexibility in styling your forms the way you want.

Add Your Branding

Remove Fillout branding elements and replace them with your own.

Prefill Data with URL Parameters

There are several different ways we can prepopulate data in a form. With URL parameters, we can send data via encoded URL data.

Prefetch Record Data for Use in Forms

Fillout gives us the powerful ability to prefetch a record (similar to find records) to use contact data in a form.

Dynamic Images

Personalize your forms through the use of dynamic images.

Answer Piping for Form Labels

You can pipe previous answers into not just Fillout fields but also the question labels themselves.

Create Linked Records

Fillout makes it easy to interact with linked records. In this case, we use three sets of linked records to create an ecommerce example.

Update Records

Most form solutions are great at creating records, not updating them. Fillout lets you do both!

Prevent Duplicate Records

Fillout has a feature that can prevent duplicate record creation inside of Airtable.

Setup Branching Logic

Fillout lets you create branching logic to take users to the relevant pages of their form.

Hidden Fields

How to hide fields in Fillout with conditional logic.

Form Input Validation

Create your own custom form input validation rules.

Form Calculations

Fillout Calculations are similar to Airtable/SmartSuite formulas but happen before the user submits the form.

Thank You

Thanks for watching! Reach out at automationhelpers.com with any questions.