How to Configure Preferred Languages for Your Forms and Surveys

Modified on Wed, 11 Sep at 2:26 PM

This guide provides a thorough walkthrough for using the internationalization functionality in our CRM's Form and Survey Builder. Designed for both newcomers and seasoned users, it explains the purpose, benefits, and step-by-step instructions for making your forms and surveys more personalized and accessible across different languages. Whether you’re a business owner, a marketing expert, or a customer service leader, this guide will help you customize forms and surveys to meet diverse language preferences, enhancing the overall user experience.


Key Benefits of Internationalization

The ability to support multiple languages within the CRM brings a range of benefits:

  • Wider Accessibility: The multi-language support enables global users to easily navigate the Form and Survey Builder, making the system more inclusive.

  • Custom Language Options: Language settings can be customized individually for users or the entire company, allowing flexibility to suit varying needs.

  • Easy Language Selection: Users can effortlessly choose from languages like German, Spanish, French, Dutch, Portuguese, Italian, and more, ensuring a smoother user experience.


Step-by-Step Instructions for Using the Language Feature

To make use of the internationalization capabilities, follow these easy steps:



Adjusting Company Language Settings:


1. Navigate to the "Business Profile" under the main settings menu.


2. In the right-hand panel, locate the "Platform Language" section.


3. Select your preferred language from the dropdown list and click the update button to confirm your choice.

Business Profile Language Selection



Creating or Editing Forms and Surveys:


1. Go to the "Sites" section and select "Forms/Surveys" based on your project requirements.

Forms/Surveys Section


2. You can either create a new form or survey or modify an existing one.

Create or Edit Forms


3. Click the “+” button to add necessary elements to your form or survey. The selected language will apply to the interface and all form elements.

Add Elements to Form



Enhancing Your Forms and Surveys


By taking full advantage of the internationalization feature, you can design forms and surveys that cater to a broader audience, making them both more engaging and more accessible. This functionality helps you eliminate language barriers, ensuring that your business management tools are optimized for efficiency and user-friendliness.




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