Automatic Time Zone Capture on Forms and Surveys

Understanding the Feature

Automatic Time Zone Capture simplifies the process of scheduling and messaging by automatically detecting and organizing the time zones of leads upon their submission of forms or surveys. This functionality eradicates the need for manual time zone entry, thereby boosting workflow efficiency and ensuring that messages reach clients at the most opportune moments.

Primary Benefits

• Precision in Communication: Messages are delivered at appropriate times, respecting clients' local time zones.
• Effortless Contact Management: The CRM automatically captures and organizes contact time zones, eliminating manual data entry.
• Enhanced Workflow Efficiency: With time zones automatically integrated into workflows, managing global communications becomes more effective.

Step-by-Step Guide to Using This Feature

Accessing the Form or Survey Builder:

• Navigate to the Sites tab from the left sidebar menu.
• Choose to create a new form or survey from scratch, use a template, or edit an existing one.

Creating or Editing a Form/Survey:

• Within the builder, add the necessary fields to your form or survey.

Enabling the Time Zone Feature:

• In the Styles & Options menu, select “Options” and scroll down to locate the time zone feature toggle.

• Turn the toggle on and click on the “Save” button.
• Click on the “Back” button to return to the main menu.

Viewing Submissions:

• To check the details of submitted forms or surveys, click on the respective tab in the top menu bar and select submissions.
• Choose a form or survey from the list to view its details, including the time zone of the contact who submitted the form or survey.

Practical Examples and Use Cases

Imagine you're running a global webinar and need to send reminders to participants in various time zones. With Automatic Time Zone Capture, once participants register via your form, the system automatically organizes them based on their local time zones. This ensures that reminder emails or SMS messages are sent at the most appropriate time, increasing attendance and engagement.

Troubleshooting Tips and FAQs

Q: What if the time zone doesn’t seem to be captured correctly?

• A: Ensure that the feature is enabled in the form or survey settings. If issues persist, verify the form's configuration and the accuracy of the submission data.

Q: Can I manually adjust the time zone for a contact?

• A: Yes, contact time zones can be manually adjusted within their contact card if necessary.