Brand forms

Overview

Corporate publishes forms for connected franchisees. Franchisees install them into their own accounts, with updates controlled by the brand’s form settings.

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Install a brand form

Video walkthrough · 0:29Install a brand formAdd a form your brand shares to your own account

Walkthrough of “Install a brand form”

Who can do thisOwnerAdmin

1. Open Brand Center and select the brand.
2. On the form’s row, open the menu and choose Install. To look first, choose Preview, then Install.
3. Keep or change the Name. It has to be unique among your forms.
4. Check Do you want to sync future updates? to keep your copy in step with the brand’s form.
5. Click Install. Your copy opens in your own forms.

A synced copy updates whenever the brand changes its form, and you can’t edit it yourself. When the brand has made the form fully managed, sync is always on.

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Create a brand form

Who can do thisOwnerAdmin of the organization that owns the brand

1. Open Brand Center, select the brand, and click Create Form.
2. Enter a Name and choose the form’s settings (below).
3. Click Add. The form opens in the editor.

Choose the form’s settings

These are set when a form is created or copied, and cannot be changed afterwards. The form’s Settings tab shows them, locked.

Setting	What it does
Force fully managed	Every franchisee’s copy stays synced to this form and can’t be edited or archived by them.
Force download	A synced copy is installed for every connected franchisee, including ones connected later. Needs Force fully managed.
Prevent our organization from viewing submissions	Nobody in corporate can ever see submissions to this form. Use it for data the brand should not hold, such as a confidential survey.

Caution

Hiding submissions is permanent. Once the form is saved with it on, there is no way back to those submissions from corporate’s side.

Force download is queued in the background, so copies can take a moment to appear. A franchisee that already has a copy is skipped.

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Copy a brand form

Who can do thisOwnerAdmin of the organization that owns the brand

Copying makes a new brand form, for example a variation on one you already publish. The copy is independent of the original, and its settings start out matching it.

1. Open the form and, on the Actions tab, click Copy Form.
2. Enter a Name and adjust the settings if you need different ones.
3. Click Copy. The new form opens.

If Force download is on, the copy goes out to every connected franchisee straight away.

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Archive or restore a brand form

Who can do thisOwnerAdmin of the organization that owns the brand

On the form’s Actions tab, click Archive Form and confirm. Synced copies in franchisee accounts are archived with it; copies installed without sync stay active. To bring it back, switch the forms list to archived forms, open the form, and click Unarchive Form.

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View submissions from franchisees

Who can do thisOwnerAdmin of the organization that owns the brand

1. Open the form from the brand’s forms list.
2. On the Actions tab, click View Submissions.

The list includes every submission from every franchisee’s synced copy. View Submissions only appears for forms that are Force fully managed and whose submissions are not hidden. Copies installed without sync keep their submissions to themselves.