Using Forms via Public URL

Finpace allows you to seamlessly integrate a variety of forms into your website, providing clients with easy access to essential documents without the need for complex authentication processes.

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Overview

Whether you're looking to streamline new client onboarding, schedule meetings, or collect updates from existing clients, Finpace provides a simple and secure way to make these forms available. With Public URLs for each form, your clients can quickly complete any template you've made accessible, enhancing their experience and reducing administrative overhead.

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Types of Forms You Can Offer

Finpace supports a wide range of forms that you can embed or link directly from your website. These forms are designed to cover various stages of client engagement, including:

1. New Meeting Requests: Allow prospects and clients to schedule meetings directly through your website.
2. First Interactions: Capture initial information from new clients with introductory forms, making their first interaction smooth and informative.
3. Self-Serve Digital Onboarding: Streamline the onboarding process by allowing clients to complete necessary documentation at their convenience.
4. Client Update Forms: Make it easy for clients to update their information, ensuring your records are always current.
5. New Account Application(s): Facilitate the creation of new accounts with straightforward, easy-to-complete forms.

These forms can be customized to meet the specific needs of your practice, and once set up, they operate seamlessly to enhance client interaction.

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Public URLs for Easy Access

Each form you create in Finpace can be assigned a Public URL, making it easy to share and access via your website. These URLs allow clients to complete forms without needing to log in or create an account, which is particularly useful for non-sensitive data collection.

To generate and use a Public URL:

1. Navigate to Operations > My Templates > [Desired Template].
2. Select the Desired Form: Choose the form you want to make available on your website.
3. Copy the Public URL: Each form will have an option to generate and copy a Public URL. Simply click the Copy URL button.
4. Embed or Link the Form: Use the URL to link directly to the form from your website, email campaigns, or other client communications. You can embed the link in a button, hyperlink text, or even within an iframe if you prefer the form to appear directly on your site.

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Authentication-Free Forms for Ease of Use

For forms that do not require the collection of Personally Identifiable Information (PII), Finpace offers the option to make them authentication-free. This means that clients can fill out and submit these forms without any additional login steps, making the process as frictionless as possible.

Common uses for authentication-free forms include:

• Meeting Requests: Allow potential clients to request a meeting without needing to go through a sign-up process.
• Client Updates: Enable clients to quickly update their contact information or preferences.

To enable authentication-free forms:

1. During Form Setup: When creating or editing a form, simply toggle the setting for "No Authentication Required" if PII is not being collected.
2. Save and Deploy: Once the form is configured, save it and use the public URL to share it with your clients.

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It is generally an accepted practice to capture details like Name and Address without the need for authentication. But by all means, do as you see fit.

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One-Time Passcode for Secure Data Collection

For forms that do require the collection of sensitive information, such as PII, Finpace offers a One-Time Passcode (OTP) feature. This adds an extra layer of security, ensuring that only the intended recipient can access and complete the form.

To enable OTP for secure forms:

1. During Form Setup: When creating or editing a form that involves sensitive data, toggle the setting for "Enable One-Time Passcode".
2. Client Interaction: When a client accesses the form, they will be prompted to enter an OTP sent to their email or phone. This ensures that the data is protected and only accessible to the authorized individual.
3. Complete and Submit: Once the passcode is verified, the client can complete and submit the form securely.

This feature is ideal for forms such as new account applications or detailed financial updates, where protecting client data is paramount.

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Tracking and Managing Form Submissions

Finpace provides tools to monitor and manage the forms submitted via your website. This ensures that you can keep track of client interactions, follow up on incomplete submissions, and maintain accurate records.

To track form submissions:

1. Go to Operations -> Form Tracker.
2. View Submission Status: See a list of all submitted forms, including details such as submission date, client name, and completion status.
3. Follow Up on Incomplete Forms: Use Finpace’s communication tools to remind clients to complete forms that have been started but not submitted.
4. Export Data: Export the collected data for further analysis or integration into your CRM or other systems.

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Conclusion

Finpace makes it easy to provide your clients with access to essential forms directly from your website.

By offering Ppublic URLs, authentication-free options, and secure one-time passcode protection, you can streamline customer interactions and ensure that important information is collected efficiently and securely. Whether for new client onboarding, meeting requests, or ongoing updates, Finpace’s form solutions help you stay connected with your customers while reducing administrative burdens.