AGP Digital Marketing is the best digital marketing agency for your credit union or non-profit
What type of form?
Static or Dynamic?
Do we need to re-create it into an editable format?
Does the data need to be validated?
Any file uploads for the form?
Please provide full name, email and access level
Public or Private?
Do you have an existing document to work from?
How often will new data be supplied to be refreshed?
If yes, then which fields?
How many back-end users?
Do you want PDF, CSV or just email data reporting?
Email data reporting
Would you like a Submissions Portal?
Do you want users to be able to delete submissions?
Any custom requests or features?
Time/date stamp for download submission data?
Do you want users to be able to edit submissions?
Do you want users to select statuses?
Thank You page upon submission?
For either, please indicate page
Please specify to which user
Any attachments to outgoing emails?
If yes, which emails and to whom?
For Membership Forms
How many joints members?
How many beneficiaries?
How should we structure backup withholdings verbiage?
02-05-2021 11:45:12 am
Submitter's IP Address
Submitter's User ID