In the past 3+ years, I have worked very closely with ProntoForms customers on their different use cases and how they get familiar with using ProntoForms. In that time, I have learned a lot about best practices and wanted to share the top 3 that I have learned:
1. Create a Testing FormSpace as well as a Production FormSpaceThis allows you the space to play around with new use cases or new functionality in a completely separate environment without affecting the forms your mobile users are actively using.
2. Always test a new form before deploying it to a larger audience
There is nothing more frustrating than spending hours making a form only to find out no one is going to use it. Having a small test group of mobile users is key to ensuring every form you make available gets used to its complete efficiency.
3. Make sure to include business-critical data points from the beginning If you know that in 6 months your boss is going to want to know how many times a certain location has been visited, then you need to make sure you have a "location" question somewhere on your form. Anything you ever anticipate needing to report on, or create a graph for, will need its own specific question on the form in order to feed into that report.
I'm curious though - What are the top 3 things you've learned as a best practice when it comes to working within ProntoForms? ------------------------------
Shona Nicolle
Manager, Customer Success
ProntoForms
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