What happens when I create a new record from the Form response pop-up?

What happens when I create a new record from the Form response pop-up?

When you create a new record in the database from a form response, it will pull their profile information to create the new record. There's no need for any manual data entry!
This option is only available if there's no existing record with the same Email ID already in your database.

The volunteer will not be notified that you've created a new record in your database with their information. They will only be notified if you assign them to a sequence and/or opportunity.
Upon creating the new record, in the pop-up, you can pre-assign tags, sequences, opportunities and/or shifts.
If your looking to track specific data points that aren't getting translated onto the new record that you just created, you can create and assign tags upon creating the record and you'll be able to see the record with those assigned tags in the database right away!
    • Related Articles

    • How do I create a Sequence step for people to fill out a form (i.e., answer questions, attach files, provide digital consent, etc.)

      When adding a step to a sequence, there's a way to redirect people to a Vome form if you're looking for them to share specific information with you. In the Custom step category, you could create a new entry. You can title the step according your ...
    • How do I create a new category?

      Go to Add Opportunity > In step 1/6 click Category > In the pop-up click Create category:         1. Select a theme or upload a photo You must add a title to your theme if you upload a custom photo. The minimum image size must be 400 x 200 pixels.  ...
    • How do Form statuses work?

      Form statuses on Vome are visible to admins only. Volunteers cannot see their form status and will not be notified if the form status changes. You can update form statuses as an internal applicant tracking system for the admin team managing the ...
    • What is the difference between an Application Form and Onboarding?

      Application Form The Application Form is shown to volunteers upon submitting their application. You can customize the fields that you require volunteers to fill out during the application process (i.e., screening questions, resume, and emergency ...
    • How do I use Form Templates on Vome?

      Templates only come into effect when building opportunities and choosing the Direct opportunity funnel recruitment workflow setting. Templates are used to save the content portion of a form, which you can link to multiple opportunities. The benefit ...