The Dropdown element allows you to offer a list of options for the sender or recipient to select from, making it useful for gathering specific answers.
Adding the Dropdown Element
Click on the blue [ + ] symbol in the editor block.
Select Dropdown from the list of engagement elements.
Note:
Adding a Label is mandatory when choosing this element. You can also add optional text which includes an option to link to a URL.
Customizing the Dropdown Options
Click on the Dropdown field to display the context menu.
Select Edit dropdown options.
Enter options for the dropdown list. To add merge fields (e.g., dynamic data), click the { } symbol to the right of the field.
Click Save once you have added all options.
Assigning the Field to Sender or Recipient
Click on the Dropdown field.
Click on the Connect field to symbol.
Assign the field to either the Sender or Recipient.
Making the Dropdown Field Required
Click on the required field icon to the left of the connect symbol.
By default, the field will be marked as required (ON). You can toggle it OFF if necessary.
Using Merge Tags in the Dropdown Field
To pull data from CRM systems or within GetAccept, set up merge tags:
Click the { } symbol to access dynamic tags.
Select from Document, Sender, Entity, or Recipient tags within GetAccept. For CRM integrations like Salesforce or HubSpot, select Custom merge tag.
Add new Dropdown & Adjusting the Size of the Dropdown Element
Click and drag the field's outline to the desired width.
To add more elements within the editor block, click the + symbol next to the Dropdown field.
Explore More Engagement Elements
Text Input: Add a field to collect information.
Checkbox: Add selectable options for easy decision-making.
Signature: Allow users to add their signatures directly to your content.
Email Input: Collect email addresses efficiently.
Date Input: Provide users with the option to select dates.