Best Practices

  • 1.  Top 3 Tips and Tricks

    Posted 10 days ago
    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 FormSpace
    This 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

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